Manager Portal - The 9 Work Statuses explained

Having trouble tracking the stage of your jobs?

Not being able to track a job through to completion can mean that it can be left unfinished. Moreover, being aware of the job's progress can mean that you can follow up when, and if, required.

A good example is building and pest inspections. HQ schedules daily inspections for a field technician, the technician travels to a property to undertake an inspection, they complete the inspection, and a report with the technician's analysis of the property is created and sent to the client. Any data collected can be visualised on a dashboard to provide insights into the condition of properties in a location.

Throughout this process, extensive communication is required to ensure that the relevant people are informed. With Obzervr Manager, you can monitor the progress of the job as the field technician is assigned the inspection, undertakes and completes the inspection, and finalise the job once the report has been sent to the client.

Each work is tagged with a status as the field service technician progresses through their workflow. In Obzervr Manager, there are nine work statuses.

The 9 Stages of Work Explained:

1. Scheduled means that a Trip has been put into the calendar.
2. Open means that the Work has been created on Manager and has not been assigned to a Capture user.
3. Assigned means that the Work has been assigned to a Capture user BUT they have NOT entered any data.
4. In Progress means that a Capture user has entered data into the Work but has not completed the Work.
5. Completed means that a Capture user has selected Complete on the Work. You can mark Work as Not Complete.
6. On hold means that the Work is on hold for some reasons.
7. Cancelled means that a mobile user has selected Cancel on the work. This is so that you can remove a work once the work is In Progress.
8. Approved means that an Obzervr Administrator has selected that a Chain of Custody is ready to be sent to a laboratory (developed for a specific client).
9. Finalised is used to confirm that a work has been signed off or approved.

Check out the short clips below to watch how you make a Work one of the stages of work.

Scheduled

Open and Assigned

In Progress and Completed

Cancelled and Deleted

Approved

Finalised

Interested in learning more about how to create and edit Work in Obzervr Manager? Read 6 Ways to use Work on Obzervr Manager for more info.

Want to hear more about Obzervr? Check out our support videos, website (www.obzervr.com), or social media pages (LinkedIn, Twitter or Facebook).