Service - Work Order Status

Written By Ascend knowledge base (Administrator)

Updated at August 28th, 2024

Starting with Ascend Spring 2015, your store’s Status List automatically populated with all values from the Status field on incomplete repairs, so you may need to clean up this list a bit. If you’re new to Ascend, you’ll need to set up this list as part of your initial install. And, of course, your service center needs can always change.

Multi-store retailers: Statuses are specific to your store and do not share between locations. Each location must manage their own Status List.

Getting started

You can access your store’s Status List from two locations.

  • From the Ascend Desktop, click the Options tile and select Sales and Returns. In the Work Orders section, click the Status List button.
    Screenshot of the Sales and Returns window with the Status List button highlighted
  • From Work Order Details, click the pencil icon next to the Status drop-down.
    Screenshot of the Work Order Details window. The Edit icon next to the Status drop-down is highlighted

Note: In order to access your store’s Status List, users need the System Tools user permission.

When you’re done with your changes, just click OK.

Add a Status

In the Status List, click in the blank cell at the bottom of the list and type your desired Status name.

Screenshot of the Spaces window with the  blank cell at the bottom highlighted

Note: The asterisk symbol (*) next to the row indicates you’re creating a new Status.

Modify a Status

In the Status List, double-click the Status you wish to edit and make your changes.

Screenshot of the Spaces window with  pencil icon highlighted next to a row

Note: The pencil icon next to the row indicates you’re editing a Status.

To change the order of your Status List, click and drag a Status into its desired location.

Remove a Status

In the Status List, right-click the Status you wish to remove and select Delete Row.

Screenshot of the Spaces window with Delete Row option next to a row

If the Status is currently in use, you’ll be prompted whether to remove it.

Screenshot of a pop up that says, "Wait! The Space you are removing appears to be in use. If you're sure you want to remove it, click OK. If you want to double check, click Cancel to return to the Space list." There are OK and Cancel buttons

KB22-159