Order Statuses

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Function of Order Statuses

Every order that you create in Assignar has a status. Order statuses have 2 functions:

  1. Signals which stage an Order is in.
  2. Allows workers to confirm or decline their shift.

 

Types of Order Statuses

There are 8 order statuses in Assignar. Each status has a colour to help you see which stage the order is in. These are fixed and cannot be customised.

  1. Pending - (Orange) - ensures the allocation is not live in the app for workers to see. You would use this status while creating an order and still allocating resources.

  2. Confirmed - (Green) - pushes the allocation to the worker's app, notifying them of upcoming work to confirm or decline (can be seen in worker app)

  3. Declined - (Red) - removes the allocation from the app and helps you keep track of canceled jobs.  

  4. Invoiced - (Pink) - used when your accounts team has processed the order data and sent an invoice to the client. 

  5. New - (Teal) - used when someone creates an order from the Assignar Mobile App.

  6. In Progress - (Blue) - used when order is in progress (can be seen in worker app)

  7. Completed - (Grey) - used when order is complete

  8. Quote - (Purple) - used when you want to add a quoted order into 
     


 

How to Change an Order Status

There are 3 ways to update an order status:

Option 1:

  1. Go to Scheduler 

  2. Click on the order on the left that you wish to update

  3. Select the status dropdown

  4. Select a new status from the drop-down list

Option 2:

  1. Go to Scheduler 

  2. Click on the order on the left that you wish to update to expand the order

  3. Select the vertical ellipsis (⋮)

  4. Select the status dropdown

  5. Select a new status from the drop-down list

 

Option 3:

  1. Navigate to the Scheduler.

  2. From the left-hand panel, click the relevant Order to expand it.

  3. Select the vertical ellipsis (⋮) and choose Edit Order.

  4. In the Status field, select the required status from the drop-down list.

  5. Click Save and Notify Workers or Save to apply the change.

  6. If you select Save, you will see a green confirmation message confirming:
    “Order XXX successfully edited.

     

  7. If you select Save and Notify Workers a confirmation pop-up will appear, outlining which workers will be notified.

  8. Select Notify Workers to confirm

  9. You will then see:

    A green confirmation message: “Order XXX successfully edited”, followed by a second confirmation message: “Notifications sent.”

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