Once work has been completed for a Work Order, it should be marked as Done. In this article, we go through this workflow.
Important Note
All Users can close Work Orders. However, Internal Personnel users can only close Work Orders assigned to themselves.
Instructions
After a Work Order has been assigned and work has been completed, the Work Order should be marked as Done. Before doing so, here are some additional steps:
Sign in to your site if you have not done so already
Navigate to the Work Orders tab
Select the Work Order you wish to close
If Resources were budgeted for this Work Order, click the Pencil icon next to each Budget Resource to add that resource to the Used Resource section
Note:
If there are no Budgeted Resources, Used Resources can still be added to the Work Order.
When adding a Used Resource a pop-up window will appear to ask you how much of that Resource was used
Click Add
Ensure that the Work Order status is set to Done
Click Update Work Order
