If you would like a status to be automatically assigned to a work order upon creation, without the necessity of selecting a status from the dropdown, and/or if you would like a status to be automatically assigned to an existing work order upon technician assignment, follow these steps:
Login to the Admin portal (back end) or your instance and click 'Config'. (The admin portal of your instance can be reached by adding /a to the end of your instance URL. For example, the link to the admin portal of our demo instance is demo.fastgem.net/a).
Note: If you are a user with special 'Configuration User' permissions in your instance, you will be able to access the Configuration and Content Types section from front-end by going to SITE MGMT > Config:
For users without special Configuration user permissions: In Config, the 'Content Types' tab is the first tab on the upper horizontal menu on the following page:
From within Content Types, open up the Work Orders slider.
To set a status which will be automatically assigned to a work order upon work order creation (except when a different status is manually chosen from the WO Status dropdown), select that status from both the 'New Work Order Status' dropdown AND the 'Work Order Created Status' dropdown.
To set a status which will be automatically assigned to a work order upon a technician being added to that work order (except when a different status is already assigned), select that status from the 'Set to Status When Tech Assigned to WO (when status is not already set)' dropdown. To have the selected status in this dropdown be assigned to a work order when a tech is added to the work order, regardless of whether the work order has already been assigned a status, set the 'Set To Status When Tech Assigned Even When Status is Already Set' toggle to YES.
Remember to click Save to save your changes!