Workflow Summary

The summary panel at the top of the work order edit page provides a high-level view of work order details, including access to the workflow diagram set for the activity and a way to progress the work order forward if a workflow is associated with the template in Admin.

When a work order template is tied to an active workflow, manual status updates are locked down to maintain a guided path all the way to the end of the work order. The status can only be changed through the summary panel which displays only the actions and statuses available based on the current stage of the activity. See Workflow Summary for more information on how to use the Workflow Summary panel.