To Close a Work Order

After you close the last task on a work order, the system closes the entire work order. When the Work Orders tab appears again, the closed work order no longer listed in the grid.

NoteNote

When the final task is closed and the work order is set to Closed, the task with the latest date/time stamp is used as the basis for the work order's Closed date/time.

To Close a Work Order

  1. From the eService menu, select Work Orders—Work Orders.
  2. From the Current Property drop-down list on the Work Orders Tab, select a property.
  3. Click the link for the work order in the WO Number column.
  4. From the Tasks section of the Work Order Detail Tab, close all of the open tasks:
  5. Click Save. The system automatically closes the work order and the Closing Comments Tab appears.
  6. Type comments about closing the work order and click Done.
  7. A message displays: "Would you like to print the Work Order?" To print the work order, click OK. Or, click Cancel to continue without printing the work order.

See Also

Work Orders Overview

Work Orders Procedures Introduction

Work Order Task Procedures Introduction

Work Order Field Descriptions Introduction

Work Order Templates Overview

Recurring Work Orders Overview

Quick Task Entry Overview