After service records are added to a work order, the Open work order is now ready to be Closed. Closing an Open work order signals that service records are complete, and communicates that work is ready to be billed.
The option to Close Work Order is located immediately to the right of the work order details on the Work Order Detail Page
Don’t see the option to Close Work Order?
If you have an Open work order but do not see the Close Work Order option, this indicates that is an unresolved service record either on this work order, or another work order related to a system included in this work order. The unresolved service record may be:
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- An unrepaired leak that is identifying a system as Under Repair
- A service event that has incomplete service information. A service event that is incomplete will show as Draft under the Service Event ID section.
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1. When a work order is ready to be closed, the first step is to navigate to the Work Order Detail Page for the Open work order that needs to be closed. This can be done using the Work Order Filter Criteria page, or Global Search.
2. From the Work Order Detail Page, find the Close Work Order option located immediately to the right of the work order details.
3. Select option Close Work Order
4. Complete the form to Close Work Order as required by customer. Work Order costs need not be filled in if the values are not required
5. Once form is complete, select the button CLOSE WORK ORDER to complete the action
6. Work Order page will reload and the work order now show Status: Closed. The Total Cost of work order will now reflect the total costs entered in the Close Work Order form.