Lifecycle and Statuses

A Job Order is initially created by a Coordinator. Other users with various roles will login and update Job Order as different phases of the job are completed. 

The current progress of a Job Order is displayed at the top of the Job Order details screen on the status ribbon:

As various information is provided and phases of the Job Order are completed, each phase in the list will be shown in green with a check mark; those that are in progress will be highlighted in blue; and those which have not yet begun will be grey. 

Note: the phases displayed in the ribbon will vary depending on the job type. 

Some phases can be performed concurrently, such as Field Inspection and Receive Samples, and therefore phases appearing further down in the list along the ribbon may be marked as completed while earlier phases remain blue. This can be seen in the example above. Any additional tasks not currently in progress, or tasks that are not related to the phases listed can still be performed however (e.g. samples can be added to a job even if no samples are required for the job type).

The following diagram summarizes the conditions required to advance through the various phases:

Using the Ribbon to Obtain Help about a Phase

Information about the requirements that need to be fulfilled to complete a phase can be obtained by hovering the mouse over a section in the ribbon, which will display an informative pop up: