Defining a status check

Status checks determine whether a work order can advance from its current milestone to the next one.

  1. Select Work Management > Setup > Activity Workflow.
  2. In the Activities tree, browse to the status checks for the correct milestone.
  3. Click the Status Checks node.
  4. Click Add above the grid.
  5. Specify a name for the status check in the Check Title field.
  6. Specify the criteria formula that the status check will use in the Formula field.
    See Calculating when to advance a work order.
  7. Enter any other information about the status check.
    You can enter any standard operating procedures that members of your agency should follow to resolve a failed status check.
  8. Click Save.
    Infor Operations and Regulations saves the status check to the milestone and adds it to the grid. Infor Operations and Regulations will now use this status check every time a member of your agency changes a work order from the Work Order InfoViewer. Note that changing or deleting an existing status check will cause errors wherever it has already been used. If you change or delete a status check, you must update any references to it throughout your system.