Object stages

Object stages are used to define if an object is active or inactive. For example, stages such as "Created", "Active", and "Terminated" can be set up.

Note

Request stages, described in the Request Stages section, are linked to object stages. This means that when a request changes to a new stage, the object attached to the request changes the object stage accordingly. Example: If a request has the status "Inbound", the object changes the object stage to the stage selected in Object stage groups > Object stage FastTab > Inbound stage field. Refer to the screenshot of the Object stage groups form at the end of this section.

Refer to the Requests section for more information on loan objects and depot repair.

Stages can be set up in stage groups, in which you can define required stages for different kinds of objects. First you set up stages. Next step is creating a stage group and selecting stages for the group.

1. Click Enterprise asset management > Setup > Objects > Stage > Stages.
2. Click New to create a new object stage.
3. Insert the stage ID in the Stage field, and a description in the Name field. In the Stage groups field, you can see the number of object stage groups that uses the object stage.
4. Select "Yes" on the Active toggle button if this should be an active stage in which work orders can be created for objects.
5. Select "Yes" on the Delete open calendar lines toggle button if open object calendar lines with stage "Created" should be deleted at this stage. This is useful if you want to clean up any open calendar lines that are no longer relevant for the object, for example, if the object is no longer active.

Note

Object stages, stage groups, and types are related and used in the same way as work order stages, work order stage groups, and work order types. Refer to the Work Order Stages section for a general explanation regarding stage group, type, and stage relations.

When you have created the required object stages, you can set up stages in stage groups.

1. Click Enterprise asset management > Setup > Objects > Stage > Stage groups.
2. Click New to create a new object stage group.
3. Insert the stage group ID in the Stage group field, and a description in the Name field. In the Stages and Object types fields, you can see the number of stages selected in the stage group, and the number of object types that uses the stage group.
4. On the Stages FastTab, select the stages that should be included in the group. This is done by clicking on a stage in the Stages remaining section and clicking the button.
5. If you want to select all the available stages for a group, click the button. All stages are transferred to the Stages selected section.
6. If you want to remove a selected stage from the group, select the stage in the Stages selected section and click the button.
7. Click Stage updates to define which stages can follow a selected stage.
8. The Object stage FastTab is used if you handle objects that you receive for repair. In the Inbound/outbound section, you can select object stages to indicate the workflow of an object that you receive for repair. If you offer loan objects to customers or departments, you can also select stages for loan objects in the Loan section.

Object stages

Object stage group