Installation Status

Installation Status

The Installation Statuses module allows you to create, edit, and delete different statuses for installation projects. These statuses help track project progress effectively.

1. Navigate to Installation Statuses

  • From the left menu, click on Installation Statuses.
  • You will see a list of existing statuses with their NameDescription, and available Actions.

Navigate to Installation Statuses

2. Add a New Installation Status

  • Click the + Add button at the top of the Installation Statuses list.
  • Enter the following details:
    • Name*: The title of the status (e.g., Awaiting Materials).
    • Description: A short explanation of the status (e.g., Waiting for materials to arrive.).
  • Click Save to create the new status.

Add a New Installation Status

3. Edit an Existing Installation Status

  • Locate the status you want to edit in the list.
  • Click the ⋮ (three dots) under the Action column.
  • Select Edit.
  • Update the Name or Description as needed.
  • Click Update to save the changes.

Edit an Existing Installation Status

4. Delete an Installation Status

  • Locate the status you want to remove.
  • Click the ⋮ (three dots) under the Action column.
  • Select Delete.
  • Confirm deletion when prompted.

Note: Deleted statuses cannot be recovered. Ensure the status is not in use before deleting.

5. Example Installation Statuses

Here are some predefined statuses you may encounter or create:

  • Awaiting Materials – Waiting for materials to arrive.
  • Awaiting Inspection – Waiting for inspection.
  • Awaiting Customer Approval – Waiting for customer approval.
  • System Online – System is online and operational.
  • System Offline – System is currently offline.
  • System Activated – System is activated and running.
  • Commissioned – System has been commissioned.
  • Rework Required – Rework is required after inspection.
  • Closed – Installation project is closed.