Once work has been completed for a Work Order it should be marked as Done. In this article, we go through this workflow.
Who can close Work Orders?
- All users can close Work Orders.
- However, Internal Personnel users can only close Work Orders assigned to themselves.
After a Work Order has been assigned and work has been completed, the Work Order should be marked as Done. Prior to doing so, here are some additional steps:
If Resources were Budgeted for this Work Order, the '+' icon next to each Budget Resource can be used to then add that resource to the Used Resource section.
If there are no Budgeted Resources, Used Resources can still be added to the Work Order
When adding a Used Resource a modal will appear to ask you how much of that Resource was used. Enter in the applicable amount and then click Add.
Ensure that the Work Order status is set to Done and then click Update Work Order.