Once a user submits a request, what are the next steps? FMX has the functionality to allow users to see where their requests are and in what state they are currently in. Each module has their own states that a request can follow. In this article, you will learn the steps involved in each module.
Note: These status are hard coded into the system and are unable to be reworded or edited.
If you would like to learn how to best color code your calendar with these status, click here to view another support article!
Schedule Requests
| Pending Resource | Request has been made without a resource selected. In order to have the request move on, it requires someone to select a resource | |
| Pending Other's Approval | Request is waiting for someone in the approval order to either approve or deny the request. It will show exactly who it is waiting approval on | |
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Pending My Approval |
Request is waiting on your immediate approval | |
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Pending Estimate |
Request has been approved and may need to be estimated by someone within the organization | |
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Pending Estimate Acceptance |
A request has been estimated and now is awaiting on the requester to approve or deny the estimate | |
| Pending Invoice | An estimate has been created and now the request is to be invoiced to the user who created the request | |
| Pending Payment | Request has been invoiced and is now waiting on payment from the requester | |
| Finalized & Upcoming | Request has been approved, invoiced if necessary, but has not happened yet | |
| Finalized & Completed | Request has been fully completed | |
| Declined | Request was denied | |
| Canceled | Request has been canceled and no longer happening |
Work Requests
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Overdue |
Request has gone past its set due date | |
| Pending Details | Request still needs some details filled out before it can go forward | |
| Pending Approval | Request is waiting on someone to approve or deny | |
| Pending Assignment | Request needs to be assigned to a user in order to complete it | |
| Pending Resolution | Request is now waiting for someone to resolve the issue | |
| Pending Finalization | Request has been resolved and now needs another user to finalize the job | |
| Finalized | Request has been resolved and finalized | |
| Declined | Request was not accepted | |
| On Hold | Request has been put on hold due to a reason that is determined by someone within the organization |
Planned Maintenance Requests
| Overdue | Request has gone past its set due date | |
| Pending Assignment | Request needs to be assigned to a user in order to complete it | |
| Partially Completed | Request has had some of the steps completed but has not been fully executed | |
| Upcoming | Request has been assigned to a user and now is waiting on the due date to execute | |
| Pending Finalization | Request has been executed by a user and now requires another step to finalize | |
| Completed | Request has been executed and finalized |
Invoices
| Overdue | Invoice has now gone past its original due date (will show that it is over due by changing the color of the status) | |
| Pending Payment | Invoice has been sent and now is awaiting payment | |
| Paid | Invoice has been fully paid | |
| Waived | Invoice was sent out but then no longer needs to owe payment | |
| Void | Invoice was totally voided and no longer needed |