Changing the status of a CRO

There are four ways in which the status of a CRO can be changed. The one way is in the CRO Item Status window, which would be one of the designated windows to perform the status change. The other is the Status Maintenance window.

Using these two windows is usually not part of the normal flow of the CRO lifecycle, but can be convenient as you will be able to see the status of all CRO's you currently have on the system and be able to change it there.

The system also allows you to change the status of a CRO in the Amend CRO and Complete CRO windows which makes the CRO lifecycle process more convenient. Usually, you will change the status in these windows because it is the next logical step in the CRO lifecycle.

• CRO Item Status
• Status Maintenance
• Amend CRO
• Complete CRO

Here are the steps to change the status of a CRO in the different windows:

CRO Item Status window

Watch this video to see how to change the status of a CRO in the CRO Item Status window or follow the steps below it.

Navigate to the correct window

1. Navigate to Workshop / Internal Customer Repair Orders / CRO Item Status.

Specify the search options

1. Select the required option from the Search on group.
2. Enter what to search for in the Positioning Value text box.
3. Select the status of the CRO's that need to be listed from the Status dropdown list.
4. Click the OK button.

Change the status

1. Click on the relevant CRO.
2. Click on the Change Status button.
3. Select the appropriate status from the Select window that appears.

Status Maintenance window

Watch this video to see how to change the status of a CRO in the Status Maintenance window or follow the steps below it.

Navigate to the correct window

1. Navigate to Workshop / Workshop Maintenance / Status Maintenance.

Specify the search options

1. Select the required option from the Search on group.
2. Enter what to search for in the Positioning Value text box.
3. Select the status of the CRO's that need to be listed from the Status dropdown list.
4. Click the OK button.

Change the status

1. Click on the relevant CRO.
2. Click on the Change Status button.
3. Select the appropriate status from the Select window that appears.
4. Click the OK button from the window that appears.
5. Enter the effective date for the status change.
6. Click the OK button.

Amend CRO window

Watch this video to see how to change the status of a CRO in the Amend CRO window or follow the steps below it.

Navigate to the correct window

1. Navigate to Workshop / Internal Customer Repair Orders / Amend CRO.
2. Click on the Customer Items tab.

Call up the appropriate CRO

1. Enter or select the appropriate CRO number in the CRO Number text box.

Change the status

1. Click on the relevant item.
2. Click the Status button.
3. Select the appropriate status from the Select window that appears.

Save the changes

1. Click the Accept button.
2. Print the CRO by specifying the print options and clicking the OK button or click the Cancel button to close the window.

Complete CRO window

Watch this video to see how to change the status of a CRO in the Complete CRO window or follow the steps below it.

Navigate to the correct window

1. Navigate to Workshop / Internal Customer Repair Orders / Complete CRO.
2. Click on the Customer Items tab.

Call up the appropriate CRO

1. Enter or select the appropriate CRO number in the CRO Number text box.

Change the status

1. Click on the relevant item
2. Click the Status button.
3. Select the appropriate status from the Select window that appears.

Save the changes

1. Click the Accept button.
2. Select whether you want to mark the CRO as fetched from the window that appears.
3. Print the CRO by specifying the print options and click the OK button, or click the Cancel button to close the window.