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Setting Up EM Work Order Status Codes

EM Work Order Status Codes track progress on work-order items. Code ≤10 characters; description ≤30. Status types control behavior:

  • Normal: beginning or in-progress statuses.
  • Final: completion; items with a Final status are deletion-eligible.
  • Parts: appears on Parts reports.

Before you start​

  • Decide the lifecycle set the shop will use (for example Pending, In Progress, On Hold, Complete, Canceled).
  • Pick one code to be the Beginning WO Status default on EM Company Parameters.

Steps​

  1. Open EM Work Order Status Codes.
  2. Enter each status code (≤10) and description (≤30).
  3. Set the status type to Normal, Final, or Parts.
  4. Save the set you need.
  5. On EM Company Parameters, set Beginning WO Status to the Normal status new work orders should inherit.
  6. Update status on work-order items as work progresses (not only at header level when item tracking is in use).

Notes​