View multistage information in the WO list
Navigate to Features > Core > Work order management > Search WO to view the "WO list". In the "WO list", view the "Multistage" column to see the multistage group code and status.
Multistage operations must meet these requirements:
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Do not assign to a company
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Do not assign to projects
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Do not use booking operations
Operations can only belong to one multistage group at most.
Review the multistage group status to understand the overall progress. Statuses include:
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Open: The group is created, but no operations are associated, or all operations are in "Open" status
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To schedule / To Reschedule: At least one operation is in "To schedule" or "To reschedule" status
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Scheduled: All schedulable operations are scheduled
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Cancelled: All operations are canceled
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Close: All operations are closed or canceled
Filter the WO list by multistage
Use the filters in the right panel to search for work orders.
In the "Multistage" section, enter criteria in the following fields:
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"Active Multistage": Extract work orders associated with a multistage group, not associated, or both
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"Multistage Groups": Specify the multistage group the work orders should be associated with
Execute massive multistage operations
At the top left of the "WO list", click the menu to execute actions on multiple selected work orders.
Create and Associate Multistage Group Create a new multistage group and associate the selected work order operations.
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In the "New Multistage Group" panel, enter the "Code", "Color", "Description", and "Notes".
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Click Save.
If an operation is not valid for the group, it gets canceled and displays a warning.
Associate Multistage Group Associate the selected work order operations with an existing multistage group.
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In the "Select Multistage Group" panel, search for a multistage group using criteria in the "Multistage Groups", "Work Order", "WO Operation", and "Customer / Technical Object" sections.
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Select the group and click Confirm.
Manage multistage operations on individual work orders
Next to each operation row, click the menu to execute the following actions:
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View Multistage Group: View the multistage group details and its associated operations (only available for associated operations).
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Remove from Multistage Group: Remove the operation from its associated multistage group (only available for associated operations).
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Create and Associate Multistage Group: Create a new multistage group and associate the individual operation (only available for non-associated operations).
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Associate Multistage Group: Associate the individual operation with an existing multistage group (only available for non-associated operations).