LESSON INFO

You're familiar with opening and reading a Work Order (see "Working with Work Orders").
You know whether you hold the Operator or Admin role for Work Orders.

You can advance a Work Order through Open → In Progress → Completed.
You can, as Admin, revert a Work Order backward when a correction is needed.
You can reassign a Work Order within the rules for your role.
As Admin, you can skip a Work Order directly from Open to Completed when appropriate.
As Admin, you can cancel a Work Order that should no longer be worked, and explain why cancellation is permanent.

LESSON OUTLINE

Status is the record of what actually happened to a task, so every transition is written to the Audit Log against the person who made it.
Operators run the normal forward path themselves. Nothing in the everyday flow waits on an Admin.
Corrections and exits are different. They sit with Admins, because each one rewrites or ends the record rather than adding to it.
Two further Admin-only actions sit outside the normal step-by-step flow: skipping straight from Open to Completed, and cancelling a Work Order altogether - both are covered below.

Open the Work Order and locate the Status pill (Open, In Progress, Completed), or the dedicated Status field on the Details tab.
Click the next pill (or choose it from the dropdown) to move forward one step.
- Open → In Progress: anyone with access can do this.
- In Progress → Completed: anyone with access can do this.
Confirm the change was recorded on the Audit Log tab.

On a Work Order past Open, past-status pills render amber and dashed for Admins.
Click a past pill to revert backward one step; you'll be asked for a reason.
Each hop writes its own "REVERT - moved back by Admin" audit row.
Reverting a Work Order to Open unlocks its demographic fields (Customer, Due Date) again.

An Admin can jump a Work Order directly from Open to Completed, without stopping it at In Progress first.

From Open, select Completed directly from the Status dropdown or Status Strip.
Themis-Trace still walks the Work Order through In Progress internally and writes an audit row for each hop, so the history looks the same as a normal two-step advance.

Cancelling is for Work Orders that should no longer be worked at all — not a correction. Admins should use Revert instead if you just need to walk a status back.

Select Delete in the action bar (single WO) or from the grid toolbar (bulk).
Enter a reason note — required to confirm the cancellation.
The Work Order moves to Cancelled, a terminal status. No role can change its status afterward, and every field becomes read-only for everyone.
Themis-Trace writes an audit row recording the cancellation and reason.

Select Reassign in the action bar.
Operators can reassign when the Work Order is Open, or when it's In Progress and currently unassigned.
Admins can reassign at any status, to any user, including setting it back to Unassigned.

After advancing, confirm the new status shows on the grid and an audit row exists.
After a revert, confirm the status moved back one step and the reason is recorded in the Audit Log.

- Likely cause: As an Operator, you can only reassign an In-Progress Work Order if it's currently unassigned.
- Checks: Confirm the Assignee field on the Details tab.
- Fix: Ask an Admin to reassign it, or confirm it's unassigned first.
- No. Skipping directly from Open to Completed is Admin-only. Operators still need to advance Work Orders one step at a time.
No. Cancelled is a terminal status — no role can change it back. If the task still needs doing, create a new Work Order instead.