This reference outlines the system state transitions for Work Order Bundles and their associated operations. The Bundle entity manages two distinct statuses:
-
Bundle State: The overarching status of the entire bundle (the header).
-
Relation State: The status of the specific relationship link between the Bundle and an individual Work Order (WO) operation.
Understanding these transitions is critical for tracking how field activities progress through the scheduling and execution lifecycles.
Relation State Transitions
The Relation State changes dynamically based on the current status of the underlying WO operation.
Note: The table below does not include the OPEN or DRAFT statuses, as operations included in a Bundle cannot acquire these states.
|
New State of the WO Operation |
Scenario |
Resulting Relation State |
|
SCHEDULABLE |
A new Bundle is created with an operation in a schedulable state. |
SCHEDULABLE: The operation is tied to the bundle and awaits scheduling. |
|
TO_RESCHEDULE |
The scheduling of a bundle is canceled prior to execution (no outcome entered). |
SCHEDULABLE: The operation remains in the bundle and can be rescheduled. |
|
TO_RESCHEDULE |
A partial outcome is entered during accounting. |
CLOSED: The operation is decoupled from the bundle and can be rescheduled independently or in a new bundle. |
|
PLANNED |
The bundle is scheduled in the daily plan. |
PLANNED: The operation is scheduled and remains in the bundle. |
|
FIXED |
The daily plan containing the bundle is officially validated. |
PLANNED: The operation is scheduled and remains in the bundle. |
|
SUBMITTED |
The field operator synchronizes their device for the scheduled day. |
PLANNED: The operation is scheduled and remains in the bundle. |
|
IN_CHARGE |
The field operator takes charge of the task. |
IN_PROGRESS: The operation is underway and remains in the bundle. |
|
IN_EXECUTION |
The field operator begins execution. |
IN_PROGRESS: The operation is underway and remains in the bundle. |
|
CLOSED |
A final outcome is entered during final accounting. |
CLOSED: The operation is completed and no longer active in the bundle. |
|
CANCELLED |
The operation itself is canceled. |
CLOSED: The operation is no longer related to the bundle. |
|
LOCKED |
The parent WO of the operation gets locked by the system. |
CLOSED: The operation is decoupled. Once unlocked, it can be scheduled independently. |
Bundle State Transitions
The overall Bundle State is driven by a combination of its current state and the shifting Relation States of the operations contained within it.
|
Initial Bundle State |
New Relation State |
Scenario |
New Bundle State |
|
SCHEDULABLE |
SCHEDULABLE |
A relation upgrades to schedulable. |
SCHEDULABLE |
|
SCHEDULABLE |
PLANNED |
The schedulable bundle gets planned on the board. (Note: Pre-existing closed/canceled relations are unaffected). |
PLANNED |
|
SCHEDULABLE |
CLOSED |
An operation relation closes, but the bundle still contains other Schedulable relations. |
SCHEDULABLE |
|
SCHEDULABLE |
CLOSED |
An operation relation closes, and all other relations in the bundle are now either Closed or Cancelled. |
CLOSED |
|
SCHEDULABLE |
CANCELLED |
An operation relation cancels, and all other relations in the bundle are now either Cancelled or Closed. |
CANCELLED |
|
PLANNED |
SCHEDULABLE |
The scheduling of a planned bundle is canceled. |
SCHEDULABLE |
|
PLANNED |
PLANNED |
An activity is dragged/dropped in the daily plan to edit scheduling. |
PLANNED |
|
PLANNED |
IN_PROGRESS |
The operator takes charge of the bundled operation. (The bundle can no longer be canceled). |
IN_PROGRESS |
|
PLANNED |
CLOSED |
An operation is accounted for, but the bundle still contains Planned relations. |
IN_PROGRESS |
|
PLANNED |
CLOSED |
An operation relation closes, and all other relations are now either Closed or Cancelled. |
CLOSED |
|
IN_PROGRESS |
PLANNED |
An operation is released to take charge of a new one, but the bundle still contains other In Progress relations. |
IN_PROGRESS |
|
IN_PROGRESS |
PLANNED |
An operation is released, and all other relations are now Planned or Cancelled. |
PLANNED |
|
IN_PROGRESS |
IN_PROGRESS |
An operator takes charge of a bundle operation. |
IN_PROGRESS |
|
IN_PROGRESS |
CLOSED |
An operation is accounted for, but the bundle still contains active relations. |
IN_PROGRESS |
|
IN_PROGRESS |
CLOSED |
An operation is accounted for, and all other relations are now either Closed or Cancelled. |
CLOSED |
|
CLOSED |
* (Any) |
The bundle is closed and no longer active. Its state will no longer change based on relations. |
CLOSED |
|
CANCELLED |
* (Any) |
The bundle is canceled. Its state will no longer change based on relations. |
CANCELLED |