Zoho FSM | Revert Status of Records

Revert Status of Records

You can revert the status of cancelled or terminated work orders and service appointment records back to their previous state. You can also revert a completed service appointment.
 
Permission Required: Revert

To revert the status of a record:
  1. Click the record whose status you want to revert, and in the [Module] Details page, select Revert.



  2. Click Revert in the confirmation message.


The following tables detail the statuses the record will have after their status is reverted.
 
Status Before Cancellation /Termination
On Cancellation /Termination
After Reverting
Work Orders
New
Cancelled
New
Scheduled Appointment
Cancelled
New
In Progress
Cancelled
In Progress
In Progress
Cancelled
In Progress
Work Order Line Items
New
New
New
Scheduled
New
New
In Progress
Partially Completed
Partially Completed
Completed
(completed the associated service appointment)
Completed
Completed
 
 
Status Before Cancellation /Termination
On Cancellation /Termination
After Reverting
Service Appointments
New
Cancelled
New
Scheduled
Cancelled
Scheduled
Dispatched
Cancelled
Dispatched
In Progress
Cancelled
In Progress
In Progress
Cancelled
In Progress
Service Appointments Line Items
Scheduled
Cancelled
Scheduled
Scheduled
Cancelled
Scheduled
Scheduled
Cancelled
Scheduled
In Progress
Partially Completed
Partially Completed
In Progress
(resumed work)
Partially Completed
Partially Completed

Revert a Completed Service Appointment

You can revert the status of a completed service appointment. After a service appointment is completed, its completed line items will have a Partially Complete option. Using this option, you can revert the status of a completed service appointment. To do so:
  1. Click Partially Complete for any of the completed line items.



  2. Click Partially Complete in the confirmation message.



  3. Click Keep it in "In Progress" in the confirmation message.


The status of the service appointment will be reverted to In Progress. The status of the line item will change to Partially Completed. If you choose Complete Appointment in the above confirmation message, then the status of the service appointment will change to Completed. The status of the line item will change to Partially Completed.


Points to remember

  1. When you try to revert a service appointment, if all its line items are active in any other service appointments associated with the parent work order, then you will encounter an error.



    When you try to revert a service appointment, if only few of the line items are active in any other service appointments associated with the parent work order, then the status of the service appointment will be reverted with the status of these line items unchanged.



  2. If after reverting the status of a service appointment, changes are made that result in the duration of the service appointment, then it will affect the number of appointments used for the service appointment.

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