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. However, when sign off requirements are defined in a connected Work Task, the status cannot be set to Work Done until the Executor sign off is performed.

The Bundle Task status cannot be set to Reported if there is a sign off requirement that has not been performed in any of the work tasks.

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.

The status changes made to the Bundle Tasks cannot be changed back to an older status.

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.