About Bundle Task Status Handling
Introduction
Bundle Tasks are the grouping of multiple individual tasks into
a single task, simplifying the handling and execution of similar tasks.
Work Assignments are used to specify the resource allocations
for completing work tasks.
Bundle Task Status
A Bundle Task supports all Work Task statuses.
Each Bundle Task status is as follows:
- New - The status of the new Bundle Task that is created.
- Under Preparation - The status of the Bundle Task when
you have started preparations for it.
- Prepared - The status of the Bundle Task once preparations
are done about the bundle content and its requirements.
- Released - The status that indicates that the Bundle Task
is ready to be started.
- Work Started - The status to which the Bundle Task should
be moved when the work is started on it.
- Work Done - The status to which the Bundle Task should
be moved once the required work is done.
- Reported - The status to which all the transactions related
to the work done on the Bundle Task should be reported.
- Finished - The status to which the Bundle Task should be
moved once all required work and reporting are finished.
- Cancelled - The status to which the Bundle Task should
be moved if it is cancelled.
When the status of a Bundle Task is changed, it automatically updates the status
of the relevant individual task.
Status changes made to Bundle Tasks should be evaluated prior to status changes
made to individual tasks.The status of individual tasks cannot be prior to Bundle
Tasks.
An individual task can be cancelled by allowing a status change that removes
the task from the bundle or unbundling the task and cancelling it as a separate
unit.
Work Assignment Status
Statuses on Work Assignment represent the execution phase of the Bundle Task.
Once the work assignments are assigned to a person whether the resource has been
accepted, started, or completed, the progress of the work can be monitored.
A description of each Work Assignment Status is as follows:
- Assigned - This status means that the Work Assignment has
been assigned to the person that is responsible for executing the work specified.
Upon creation of a work assignment, it is defaulted to this status.
- Accepted - This status means that a resource has accepted
the Work Assignment and is responsible for executing the work.
- On Route - This status means that the resource has started
travelling.
- Waiting at Location - This status means that the assigned
resource has arrived at the job location but is currently waiting for a specific
requirement to be fulfilled, such as gaining entry to the premises.
- Work Started - This status means that the work has been
started.
- Pending Completion - This status means that the work is
completed by the resource except for some additional steps.
- Complete - This status means that the work is completed.
- Incomplete - This status means that the work has started
but remains incomplete due to a specific reason such as lack of time or material.
- Cancelled - This status means that the Work Assignment
is cancelled.
The following relationships between status changes on a Bundle Task and Work
Assignment are observed:
- When the Work Assignment on the Bundle Task is set to the Work Started
status, the status of the Bundle Task automatically changes to
Work Started, if the Bundle Task is not already in this status.
- When there is only one Work Assignment on the Bundle Task, the status of
the Bundle Task automatically changes to Work Done when the
assignment is set to Completed status. When the assignment
is Cancelled/Incomplete, the Bundle Task Status
remains unchanged.
- When there are multiple Work Assignments on the Bundle Task, the status
of the Bundle Task automatically changes to Work Done, when
one or more Work Assignments are set to Completed status and
all other assignments are in Completed/Cancelled/Incomplete
status.
- To set the status as Reported/Finished
on a Bundle Task, all Work Assignments on the Bundle Task must be in either
Completed, Incomplete or Cancelled
status.
- It is only possible to cancel a Bundle Task when the Work Assignments on
the Bundle Task are in Assigned, Accepted
or Cancelled statuses.