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Release: Australia · Updated: 2026-05-25 · Official documentation · View source

Work set standard and task life cycles

A life cycle is the list of states that a work set standard or work set task can go through from creation to closure.

Work set standard states

StateDescription
DraftThe standard can be edited by users with the work set standard author role.
ReviewAn approval request has been sent to the owner group. The standard can't be edited.
PublishedThe standard is active and can be scheduled or run from the Standards hub. The standard can't be edited.
RetiredThe standard is inactive and can't be requested. The standard is read-only and can't be edited.
RevisedEnd state for an older version that has been replaced by a newer version. The standard is read-only and can't be edited.

Approval states

StateDescription
Not yet requestedThe standard has not been submitted for approval.
RequestedThe approval request is awaiting review. Any active user in the owner group can approve the request.
ApprovedThe request has been approved. The state of the standard changes to Published.
RejectedThe request has been rejected. The state of the standard moves back to Draft.
CanceledThe request was withdrawn before a decision was made.

Work set task states

StateDescription
ReadyThe work set task is created and waiting to be picked up.
Work in ProgressThe work set task is being executed. The system records the actual start time on entry to this state and moves the task to this state automatically when a child task starts or a child action closes.
On HoldThe work set task is paused. Operators can resume it by setting it back to Work in Progress.
Closed CompleteAll child records are submitted or closed and the operator has submitted the work set task. The system records the actual end time.
Closed SkippedThe work set task has expired. Active child tasks move to Closed Skipped and active child actions move to Canceled.
CanceledThe work set task has been canceled by a work set expert. Active child tasks move to Canceled and active child actions move to Canceled.

Important: A work set task can't be closed while it has active child tasks. Complete or cancel the remaining child records first.

  • Create a work set standard
    Create and update a work set standard or create a copy of a published or retired work set standard, and use it as a template for a new one.
  • Execute a work set task
    Run a work set task to complete all sub-activities of the underlying work set standard as part of one guided flow.
  • Publish a work set standard
    Create a work set standard, add sub-activities, and request approval to publish it so that line leaders and operators can run it on the shop floor.

Parent Topic:Using Industrial Standards

Related topics

Create a work set standard

Execute a work set task

Publish a work set standard

Components installed with work set standards

Work set standard form

Work set sub-activity form