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.
    Operations and Regulations saves the status check to the milestone and adds it to the grid. This status check will be used every time a member of your agency changes a work order from the Work Order InfoViewer.
    Note: 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.