Closing a Work Order

<Accueil » Maintenance » Closing a Work Order

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This topic describes the steps to close a work order.

Procedure

• Go to "Maintenance -> Work Order -> Work Order".
• Find the work order using the miscellaneous search criteria, and click the "Search" button.

The "Closing" Tab

Removal of the "Resource" Tab The "Resource" tab's content has been moved to the "Closing" tab, since version 2.12's release. As a result, the "Resource" tab has been removed from the "Work Order" screen.

 

 

 

1. Enter the "Date Completed".

   • This is the date when the employee completed the jobs.

2. Enter the "Closing Date".

   • This is the date when the employee completed the jobs and the work order will be closed in the system. By entering a "Closing Date", the system will copy this date in the "Date Completed" field if that field was left blank.

3. Check the "To Invoice" box in the event that fees must be invoiced to the tenant.

   • Please note that this checkbox is not linked to the Financial module whatsoever.

4. Specify the "Justification of Jobs" if that information was not provided at the opening of the work order.

   • This field can be configured in accordance with the agency's needs.
5. Enter a "Closing Comment", if needed.
6. Click the "Save" button.

Please Note

• Additional requests can be specified during the closing.
• The work order's status will switch to "Closed" as soon as a "Closing Date" is specified.
• In the event that several components are associated to the work order, make sure that the jobs are completed on all components. This will prevent the status from referring to a component rather than the work order.

The "Material" Tab (optional)

This tab enables you to indicate the materials used for the repair.

 

1. Select a material.

   • The description and price will appear by default.
2. Enter the quantity.
3. Enter a reference (optional).
4. Click the "Save" button.

 

Learn more on new material creation.

 

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