--- title: Work Order Life Cycle slug: help/work-order-life-cycle icon: {"faIcon":"fa-solid fa-file-invoice"} createdAt: 2026-05-04T22:12:43.194Z --- ## Work Order Cycle The Work Order Cycle refers to the sequence of statuses a work order progresses through-from initial creation to final verification and billing. Each stage represents a checkpoint to ensure accuracy, authorization, production execution, and completion. *** ::::ExpandableHeading{isOpen="true"} ### Process Overview ### 🟢Setup Phase :::Heading{depth="3" indent="1"} 🆕WO is Created ::: :::Paragraph{indent="1"} Customer and job template are selected. Depending on the customer and job, this is both an automated and manual process. ::: :::Heading{depth="3" indent="1"} 📝Created - Ready ::: :::Paragraph{indent="1"} All required details must be completed: ::: :::Paragraph{listStyleType="disc" indent="2"} Inventory ::: :::Paragraph{listStyleType="disc" indent="2"} SLA ::: :::Paragraph{listStyleType="disc" indent="2"} Counts ::: :::Paragraph{listStyleType="disc" indent="2"} Job Specifications ::: :::Heading{depth="3" indent="1"} ⌛Pending Authorization ::: :::Paragraph{indent="1"} The work order is fully prepared and awaiting review and approval before production. ::: :::Heading{depth="3" indent="1"} ⚖️Review Decision ::: | Decision | Decision | | -------------------------------------------------------------------------- | ------------------------------------------------------------ | | ✅Approved | ❌ Rejected | | The work order has been reviewed and authorized to proceed to production. | The work order was reviewed but not approved for production. | | ➡️Moves to Ready for Production | ➡️Outcome: Work order is Cancelled in the system. | ### Production Phases :::Heading{depth="3" indent="1"} 📨Ready for Production ::: :::Paragraph{indent="1"} The work order is released to the production floor and queued for printing. ::: :::Heading{depth="3" indent="1"} 🖨️Printing ::: :::Paragraph{indent="1"} Print operator sends job to the printer. ::: :::Heading{depth="3" indent="1"} 📤Ready to Insert ::: :::Paragraph{indent="1"} Printing is now complete. Job is then moved to the inserting department. ::: :::Heading{depth="3" indent="1"} 📩 Inserting ::: :::Paragraph{indent="1"} The job is actively processed through inserting equipment. ::: ### Completion & Post-Production :::Heading{depth="3" indent="1"} Ready to Mail 📬 ::: :::Paragraph{indent="1"} Inserting is complete, requirements are met, and the job is ready for mailing preparation. ::: :::Heading{depth="3" indent="1"} 📮Mailed ::: :::Paragraph{indent="1"} Job is completed by production and sent forward for review. If discrepancies are found, these is where they are corrected. ::: :::Heading{depth="3" indent="1"} ✔️Verified ::: :::Paragraph{indent="1"} All checks are complete. Work order is ready for billing. ::: :::: :::ExpandableHeading{isOpen="true"} ### Process Flow This diagram shows the life cycle of how a work order moves once it is created and the possible outcomes. ```mermaid --- title: WO Cycle --- flowchart TB Created==> Created-Ready; Created-Ready==>Pending-Authorization; Pending-Authorization==>Approve Pending-Authorization==>Reject Reject==>Canceled Approve==>Ready-For-Production Ready-For-Production==>In-Production In-Production==>Printing Printing==>Ready-To-Insert Ready-To-Insert==>Inserting Inserting==>Ready-To-Mail ``` :::