The intervention status evolves according to the progress of its handling. It changes when certain actions are performed. Depending on the intervention status, certain actions are possible or not: for example on a closed intervention, it is no longer possible to perform other actions than validation.
Start from: Equipment items > Interventions
Statuses of curative intervention or maintenance
| Action | Performed by | Status after action |
| Creation of an intervention sheet | site | |
| Entry of a quote (addition of attachments possible afterwards, as long as the quote is not ""accepted"") | maintainer/site | |
| Quote refusal | site | |
| Quote acceptance | site | |
| Entry of an intervention report | maintainer/site | |
| Indication ""intervention completed"" on the report | maintainer/site | |
| Entry of intervention costs | site | status unchanged |
| Closure of the intervention sheet | site | |
| Validation of the intervention (necessary for the intervention cost to be visible in the 'renewal plan export' report in the maintenance cost per equipment field) | site / supervision | |
| Cancellation of the intervention sheet | site / supervision |
Originally published at https://help.mapal-os.com/easilys/equipment/interventions/status-options-for-an-intervention-sheet/
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Articles in this section
- Generate an intervention record
- Add and complete an intervention
- Add a quote to the intervention record
- View projected and actual intervention costs and add final billing
- Status options for an intervention sheet
- Reject or accept a quote submitted on a work order
- Configure notifications and the authorized validation limit for quote management
- Validate or refuse maintenance intervention requests
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