Change the Status of a Task

A work order's status indicates where the work order is in the process of completion. (The term "work order" can refer to a work order, change, release, or activity record.) You can view information about previous status changes using the View > History action.

You can change the status of the task work order using the Change Status button in the Tasks for Work Orders table window. For more information about statuses, see Work Order Statuses.

To change the status of a task:

  1. Display the work order with the task whose status you want to change.

  2. On the Plans or Actuals tab, in the Tasks for Work Order table window, click Change Status for the task you want to change. The system opens the Change Status dialog box.

  3. In the New Status field, select a value from the drop-down list.

  4. You can modify the date in the Status Date field, and you can use the Memo field to add a notation about the status change.

  5. To change the status, click OK.

To leave the status unchanged and return to the record, click Cancel.

  1. Click Save