W/O Item Status: Security & Validation

There are user security access levels and work order validations that may prevent a status change for a work order item

Introduction

You may receive an error when attempting to changing the status of a work order item.  This article is meant to help outline why this can happen.

W/O Status

If the work order itself is not an Open status type, then it is considered locked and you cannot edit it.  See more on W/O Status.

W/O Item Details

If a technician has an active service timer, you will receive an error.

If All Cities > Options > Work Orders > Item Status > Item must have category, subcategory, and action category to change status is enabled, make sure the w/o item has valid values for category, subcategory and action category.

If using On the Job training, and a technician is enabled for training but their work has not been signed off, a validation error will occur.

W/O Item Signoffs

If missing the final signoff for a work order item, an error will occur if the city options have Work Orders > Item Status > Require item signoffs before changing status to Finished enabled. 

Similarly, also review the city option Work Orders > Item Status > Require item primary sign-offs before changing status to Finished.

W/O PM & QC Signoffs

If doing preventive maintenance on GSE equipment, there are city options have Work Orders > Item Status to require the required W/O signoffs (either PM or Quality Control) to be complete before allowing item #1's item status to be changed to a Finished status type.

Parts

If there are outstanding parts (qty needed > qty used), the city option Work Orders > Item Status > Allow Finished/Rejected status if outstanding parts is selected. 

In some scenarios, it is possible for a part to be linked to a work order from the P/O itself, with the part not on the work order.  EBIS will also detect this with a validation error.

Please see additional city options in Work Orders > Item Status for allowing review status changes with outstanding parts and (Research) parts.

User Profile Access

If the user account changing the item status has a user profile with limiting access, changing the item status may cause a validation error.

Check the access levels in Config > User Profiles > (select a profile) > Access Levels > Work Orders.  The various "Item: Status" may need to be selected/de-selected accordingly. 

An example of this is, if a user does not have "Item: Status - Open to Finished", they will not be able to change the item status to any W/O item status that has an Item Status Type of "Finished" (see how to customize W/O Item Status).

Another common scenario is where a user may not have access to reopen an item that is marked as Finished: check the "Item: Status - Finished/Rejected to Open" user access level.

All City Configuration

Config > All Cities > Options > Work Orders must have Defaults > Item Status (Finished) set.