Maintenance Status Reference Data

The following tabs are available on the Maintenance Status window (accessed by creating or editing a record in Service Request reference data for Maintenance Status):

Detail

Use the Detail tab to record basic details of the status.

The fields on the Detail tab are described in the following table:

This field…	Holds this information...
Request Type	The type of request. Select from the drop-down list.
Description	A description of the status. This field is mandatory.
Email Standard Text	The standard email text. Select from the drop-down list.
Is Default	Whether the equipment booking status is the default.
Is Cancelled	Whether the equipment booking status is cancelled.
Authorisation Role	The K2 user role with access to the status. Select from the drop-down list.
Is Closed	Whether the equipment booking status is closed.
Is Archived	Whether the equipment booking status is archived.
Is Portal Default	Whether the portal status is the default.
Is Portal Cancelled	Whether the portal status is cancelled.
Is Portal Closed	Whether the portal status is closed.
Predecessors box	The predecessor to the current status. Where applicable, select the relevant check box to define the predecessor to the current status (for example: a predecessor of the 'Completed' status might be the ‘In progress’ status. The user can only move a request onto ‘completed’ once it passes through the status of ‘In Progress’ status, creating a pathway for the movement of statuses).
Response	Whether the status for SLA performance is the default.
Contain	Whether the status for SLA performance is contained.
Resolve	Whether the status for SLA performance is resolve.
Submit for Approval	Whether the authorisation status is submit for approval. Restricts the status of users with sufficient privileges.
Approved	Whether the authorisation status is submit for approved. Restricts the status of users with sufficient privileges.
Rejected	Whether the authorisation status is submit for rejected. Restricts the status of users with sufficient privileges.

Custom Email Text

Use the Custom Email Text tab to create email templates for when a maintenance status is changed.

The fields on the Custom Email Text tab are described in the following table:

This field…	Holds this information...
Auto Send Email When Status Changed	Whether to automatically distribute an email when the maintenance status is changed.
Subject	The standard subject text for the email (for example Maintenance request number).
Text box	The body text for the email.
Fields	The list of data record fields. Fields can be dragged into the text box to populate the body text.
Standard Text	The standard email disclaimer text is defined in the system settings. Fields can be dragged into the text box to populate the body text.