Status History Tracking

Each time the status of a unit is changed, an entry is made to a tracking table that documents not only the change but also who made the change, when, and why. You can create industry-specific statuses. For example, rental shops can create statuses based on unit availability, repair shops can create statuses based on work being performed.

The Status History tab on the Units form shows status change details. The Unit Status value can be changed from the Incidents form, Service Orders form, and Units form. The fields on the Status History tab are described here:

  • Date: The date when the status was changed
  • Status: The prior unit status value
  • Partner: The incident owner, SRO lead partner, or service partner from the unit
  • Reference:
    • Set to as defined by the Unit Status on the Units form
    • You must set this field manually after making changes in mobile
  • Ref Num: The incident or SRO number; blank for a unit
  • Description: A description of the incident or SRO; blank for a unit
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