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Status & allowed transitions

Why an order currently cannot be canceled, completed or reset — the full transition table with roles and locks.

The status buttons sit in the order detail: in the sidebar go to Orders → open the order → status card with "Plan", "Release", "Complete" and "Cancel order". "Plan" and "Release" open the scheduling dialog with date suggestions and team assignment, including for orders that do not come from a quote. See Scheduling an order — suggestions and traffic light.

Not every status is reachable from every other; that protects against mistakes. The full table:

FromAllowed to
DraftPlanned · Canceled
PlannedDraft · Released · Canceled
ReleasedDraft · In Progress · Completed · Canceled
In ProgressCompleted · Canceled
CompletedIn Progress (only via "Reactivate" in the archive)
Canceled— (final)

A forbidden transition is rejected: "Status transition from 'X' to 'Y' is not allowed."

Who may do what

  • Plan: admins and planners, by default team leads too, but only for orders assigned to them.
  • Release: by default Admins and Planners.
  • Cancel and complete: likewise only admins and planners. The message says it word for word: "Only Admins and Planners may cancel or complete orders."
  • Team leads may edit orders, but only those assigned to them, and may neither cancel, complete, nor release.

The most important lock: back to draft

An order can no longer be reset to "Draft" once work has been recorded: started or completed work steps, booked times or a running timer. What has really begun cannot be declared back into the planning phase.

Auch bekannt als: change status, cannot cancel, reset, status transition, not allowed.

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