The success of Work Management depends on a clear mapping between work order states and Work Management columns.
A correct state mapping allows you to:
Reflect the real life cycle of maintenance interventions;
Keep the team aligned on task progress;
Automate state transitions, when appropriate;
Avoid duplications or losses of work orders.
Cegid Valuekeep provides, out of the box, a suggested mapping between work order states and Work Management columns:
Work Management column | Work order states |
|---|---|
To Do | Initial state of the work order. |
In progress | In Progress, Suspended. |
Done | Completed, Closed. |
Work orders in the Canceled state are not mapped to any column and therefore do not appear in Work Management.
Change the state mapping
The default mapping can be changed at any time to reflect your organization's workflow. To do so, follow these steps:
Go to Settings | Work | Workflow;
Select the state you want to configure and click on Edit;
Open the Work Order tab;
In the Work Management section, in Work Management Column, select the column in which you want the state to be displayed;
Click on Save.
When you select the None option, work orders in that state are no longer displayed in Work Management, as happens by default with the Canceled state.