Understand work order and operation status | NextGen FSM

Work orders (WOs) and operations transition through a set of status values that identify their current lifecycle phase. The overall status of a WO combines the individual statuses of all the operations it contains.

See the operation status lifecycle

Individual operations progress in stages from creation to closure. User actions through the server and mobile app or requests from external systems trigger status changes like:

Status	Description	Trigger / next action
Open	The operation requires manual validation by the planner before it can be scheduled.	The planner validates the operation to make it schedulable.
Schedulable	The operation is available and ready for scheduling. Note: This can be set as the default creation status for specific WO types, bypassing the "Open" state.	The planner assigns the operation to a resource.
Scheduled	The operation is assigned to a resource on the daily plan, but needs validation before it is sent to the mobile device.	The planner validates the whole day for the resource or operations center (OC).
Fixed	The planner validated the scheduling.	The system synchronizes the data to the mobile device.
Submitted	The operation successfully synchronized and is available on the technician's mobile device.	The technician takes charge of the operation.
In charge	The technician acknowledged and accepted the operation on their mobile device.	The technician arrives on site and starts the work.
Running	The field technician reported their arrival on site and started the intervention.	The technician finalizes the task and registers an outcome.
Closed	The technician successfully finalized the operation and registered a final outcome, like "Meter replaced".	No further action required for this operation.
To reschedule	The activity was not completed successfully and has a partial outcome.	The operation returns to the scheduling flow for a future intervention.

Understand exception statuses

An operation may also be assigned one of the following statuses by the planner (manually or via external request) outside of the standard execution lifecycle:

Status	Description
Blocked	The operation is temporarily unavailable for scheduling or execution.
Canceled	The operation has been voided and should not be performed.

Work order statuses

Because a WO’s status combines that statuses of its operations, its progress depends on how those operations are completed and accounted for.

WO status	Condition
To reschedule	The WO consists of a single operation that was only partially accounted for and must be rescheduled.
Partially accounted	If managed as an order: The WO has multiple operations, and some were only partially accounted for and they have a partial outcome. If managed by operation: The WO has multiple operations that are either partially accounted for, or successfully completed but don’t have specific accounting details. For example, they have unavailable material or manpower accounting.
Technically closed	All operations within the WO have been successfully completed and fully accounted for.
Closed	The WO has passed “Technical closure” and has reached its final administrative closure state.

What’s next

To understand more WO terms, see Reference: Work order terminology.
To follow and enact WO status changes, see Execute work orders from server to mobile.
To make a WO, see Create work orders.
To understand work cycles, see Configure work cycles.