Runs And Step States

States step

States Summary

Steps on runs are like a checklist indicating what work was done and how. Each step in a run has a unique state. That state indicates what the status is of the work called out in the step's work instructions.

The run calculates its status based on the status of its steps.


This is the initial status for steps when they are created. A step in Todo means no work has been done against that step.

A run with steps all in Todo will also show the state as Todo

In Progress

A step In Progress has been started by a user. Steps can only be moved from Todo to In Progress if all their upstream dependencies have been moved to the Complete state. Transitioning a step from In Progress to any of the other states as seen below will automatically check out all users who are currently checked into that run step.


A Completed step has had all its required fields filled out and all its work completed.

Runs with all steps Completed will also be Complete


Hold is a special administrative state used to prevent steps from being executed. This could be used to block work from being done or to pause an operation while an issue is being investigated.

A run with at least one step in Hold status will also inherit the Hold status.

Steps in Hold state are called out in yellow.


Redline steps are in an editable state and cannot be executed. See the Redlines page for more information.

A run with at least one step in Redline status will also inherit the Redline status, and the Redline status takes precedence over the Hold status.

Steps in Redline state are called out in light red.


Failed steps indicate something went wrong. This could be a part or process was found to be non-conforming or an inspection was failed. You can trigger this step by clicking the Fail Step button in execution mode after this step has been started.

A run with at least one step in Failed status will also inherit the Failed status.

Failed steps are colored dark red.

If set up in your organization settings, a Failed step will automatically trigger the creation of an issue ticket. From here, you can insert your cause, expected condition, and disposition.

You are able to freely change a runstep from Failed status to Todo or Redline.


If a user with appropriate privileges decides that a step can be skipped, they can cancel the step. Canceled steps can be moved back to Todo to be un-canceled.

If every step in a run is canceled, it will calculate its status as Canceled. If the run is comprised of a mix of Complete and Canceled steps, it will use the status Partial Complete to indicate no more work can be performed but not all the work was done. Otherwise the run will use the other rules from the above states to calculate its status.

Canceled steps are displayed in dark gray

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