To update the status of an equipment servicing programme

The procedure to update the status of an equipment servicing programme is as follows:

Navigate to Quick Menu > Planned & Servicing Lite > Management > Service Program Management. The Service Program Management window is displayed.
Expand a status heading and select an associated equipment servicing programme from the alphabetical list, or type its name into the Search Programs field. By default the list is filtered to show All servicing programmes. An alternative filter can be applied using the Select view drop-down field: Authorised, Awaiting Authorisation, Cancelled, Complete, Entered, On Hold, Work In Progress, etc. 1.
Click on Update Status 2. The Service Program Status Update window is displayed.
Using the Status drop-down field, select the next progression stage for the equipment servicing programme e.g. On Hold, Cancelled, etc. 3.
Enter the Status date using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 4.
Using the Status reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of progression status.
Use the Status note field to add contextual information in support of the status change.
Click on Save.

Note

1 The Search Programs field will match against any element of the equipment servicing programme name.

2 Once the status is set to Cancelled or Complete, an equipment servicing programme can still be reopened, if required.

3 The values available for selection are filtered according to the previously recorded status, and controlled by predefined progression stages as described in the table below.

4 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

Status	Description	Next Progression Status
Entered	A system-generated stage, automatically assigned when the equipment servicing programme is first created.	Open, On Hold or Cancelled
Awaiting Authorisation	A system-generated stage, automatically assigned when an end user's planned programme maximum value limit is exceeded.	Authorised or Cancelled
Authorised	A system-generated stage, automatically assigned once an end user with appropriate permission threshold limits approves an equipment servicing programme.	Open, Work In Progress or Cancelled
Open	A system-generated stage, automatically assigned once assets are linked to the equipment servicing programme but before any orders have been issued to contractors.	Work In Progress, Awaiting Authorisation, On Hold or Cancelled
Work In Progress	A system-generated stage, denoting that one or more works orders generated for the equipment servicing programme have been issued to contractors.	On Hold, Complete or Cancelled
On Hold	A manually assigned stage that can be employed at any phase of the equipment servicing programme.	The active stage prior to the equipment servicing programme being placed on hold
Complete	A manually assigned stage, denoting that all planned equipment servicing for each associated asset within the programme has now been successfully completed.	Work In Progress
Cancelled	A manually assigned stage, denoting that the equipment servicing programme is no longer required.	The active stage prior to the equipment servicing programme being cancelled

See related topics...

Servicing plan maintenance overview

To authorise an equipment servicing programme

To create a new equipment servicing programme