Repair Order Settings
=====================

The Repair Order Settings page allows you to customize your repair workflow by defining and organizing status stages.

Overview
--------

Configure your repair order workflow with:

* Custom status definitions
* Drag-and-drop workflow sequencing
* Visual workflow indicators
* Protection against data loss

Key Features
------------

Status Management
~~~~~~~~~~~~~~~~~

**Status Properties**
  * Custom status names
  * Position in workflow sequence
  * Visual position indicators
  * Usage tracking and protection

**Workflow Design**
  * Sequential status progression
  * Numbered position badges
  * Reorderable list interface
  * Visual drag indicators

Interface Elements
~~~~~~~~~~~~~~~~~~

**Status Cards**
  * Primary color indicator bar
  * Status name prominently displayed
  * Position number badge
  * Position description in subtitle
  * Edit and delete actions
  * Drag handle for reordering

**Search Functionality**
  * Filter statuses by name
  * Real-time search results
  * Result count indicator
  * Quick search clearing

Reorderable Workflow
~~~~~~~~~~~~~~~~~~~~

**Drag and Drop**
  * Click and hold drag handle
  * Visual feedback during drag
  * Elevated card animation
  * Automatic position updates
  * Instant database synchronization

How to Use
----------

Adding a New Status
~~~~~~~~~~~~~~~~~~~

1. Click **Add Status** button in app bar
2. Enter the status name:
   
   * Use clear, descriptive names
   * Consider workflow progression
   * Keep names concise

3. Click **Add** to create the status
4. New status appears at the end of workflow

Editing Status Names
~~~~~~~~~~~~~~~~~~~~

1. Click the edit icon on any status card
2. Update the status name in the dialog
3. Click **Update** to save changes
4. Name updates apply to all repair orders

Reordering Workflow
~~~~~~~~~~~~~~~~~~~

1. Locate the status to move
2. Click and hold the drag handle (right side)
3. Drag to the desired position
4. Release to drop in place
5. Positions update automatically

**Visual Feedback**
  * Card elevates when dragging
  * Shadow effect during movement
  * Smooth animation on drop
  * Position numbers update instantly

Deleting a Status
~~~~~~~~~~~~~~~~~

1. Click the delete icon (red trash can)
2. Confirm deletion in dialog
3. System checks for usage:
   
   * **If unused**: Status is deleted
   * **If in use**: Warning shows count of affected tickets
   * Protection prevents data loss

Managing the Workflow
~~~~~~~~~~~~~~~~~~~~~~

**Workflow Positions**
  * Position 1: Initial status for new repair orders
  * Middle positions: Work in progress stages
  * Final position: Completion status

**Best Position Order**
  1. Checked In / Arrived
  2. Waiting for Approval
  3. Approved
  4. In Progress
  5. Quality Check
  6. Ready for Pickup
  7. Complete

Best Practices
--------------

Status Naming
~~~~~~~~~~~~~

**Clear and Specific**
  * ✅ "Waiting for Parts"
  * ❌ "Waiting"
  * ✅ "Customer Approval Needed"
  * ❌ "Pending"

**Action-Oriented**
  * Focus on current state
  * Indicate required action
  * Avoid ambiguous terms

Workflow Design
~~~~~~~~~~~~~~~

* **Linear Progression**: Design for forward movement
* **Logical Grouping**: Similar statuses together
* **Customer Communication**: Include customer-facing statuses
* **Quality Gates**: Add inspection/review statuses
* **Flexibility**: Allow for common scenarios

Common Workflows
~~~~~~~~~~~~~~~~

**Standard Repair**
  1. Checked In
  2. Diagnostic
  3. Estimate Pending
  4. Customer Approval
  5. In Progress
  6. Quality Check
  7. Ready for Pickup
  8. Complete

**Quick Service**
  1. Arrived
  2. In Service
  3. Complete

**Insurance Work**
  1. Checked In
  2. Estimate Created
  3. Insurance Approval
  4. Parts Ordered
  5. In Progress
  6. Final Inspection
  7. Ready for Pickup
  8. Complete

Data Protection
~~~~~~~~~~~~~~~

The system protects data integrity:

* **Usage Detection**: Checks if status is used
* **Warning Messages**: Shows count of affected tickets
* **Update Requirement**: Must reassign tickets before deletion
* **Audit Trail**: Tracks all status changes

Tips and Tricks
---------------

* **Keyboard Navigation**: Use Tab to move between elements
* **Quick Reorder**: Drag multiple positions at once
* **Search First**: Use search to find status before editing
* **Test Workflow**: Create test ticket to verify flow
* **Document Changes**: Note workflow modifications

Troubleshooting
---------------

Common Issues
~~~~~~~~~~~~~

**Cannot Delete Status**
  * Status is in use by repair orders
  * Review affected tickets count
  * Reassign tickets to different status
  * Retry deletion after reassignment

**Drag and Drop Not Working**
  * Refresh the browser page
  * Check browser compatibility
  * Verify JavaScript is enabled
  * Try different browser if persistent

**Status Order Not Saving**
  * Check internet connection
  * Look for error messages
  * Refresh and verify order
  * Contact support if continues

**Duplicate Status Names**
  * System allows duplicates (not recommended)
  * Use unique names for clarity
  * Consider numbering if needed
  * Review and consolidate

System Integration
------------------

Repair order statuses integrate with:

* **Job Board**: Visual workflow tracking
* **Repair Orders**: Status assignment and progression
* **Reports**: Workflow analytics and bottlenecks
* **Customer Portal**: Status visibility
* **Notifications**: Status change alerts

Performance Considerations
--------------------------

* **Optimal Count**: 5-10 statuses recommended
* **Reorder Speed**: Instant with up to 50 statuses
* **Search Performance**: Instant filtering
* **Database Sync**: Real-time updates

Migration and Setup
-------------------

**Initial Setup**
  1. Define your workflow on paper
  2. Create statuses in order
  3. Test with sample repair order
  4. Refine based on usage
  5. Train team on workflow

**Migrating from Another System**
  1. Map existing statuses
  2. Create equivalent statuses
  3. Order to match workflow
  4. Update any integrations
  5. Document mapping for reference

Related Documentation
---------------------

* :doc:`services-settings` - Configure service templates
* :doc:`inspections-settings` - Set up inspections
* :doc:`company-settings` - Business configuration
* :doc:`employee-settings` - Team management
* :doc:`settings-overview` - Settings introduction