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Eptura Knowledge Center

How Do I Close a Work Order?

 

How do I close a Work Order?


When closing a Work Order, the goal is to move the Work Order to a Completed status, which can be done by selecting  COMPLETED 


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However, we do suggest adding the Labor and Notes to the Work Order prior to changing the status to Completed.

 

Adding Labor to a Work Order

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To Add Labor to a Work Order, perform the following:

  1. Select the Labor icon clipboard_e4cf9c5c70fafb6abd380e879cfa76fa7.png
  2. The assigned contact will appear by default. To add another contact, select clipboard_e7d2a4309470002dc969374b89f6fe879.png
    • To change the assigned contact, select a new contact in the assigned field
      ChangeResource.gif
       
  3. Add the amount of Labor Hours
  4. Select clipboard_e101b4aae6d0890abd2c35a98ba543ea8.png

 

Adding Notes to a Work Order

ADDNOTE.gif

To add notes to a Work Order, perform the following:

  1. Select the Notes icon clipboard_efed1b298888f2f3e0826dc90569f8bfb.png
  2. Select clipboard_ed94e508c4a8d2f317c1446c78d9d2951.png
  3. Type your note into the text box
  4. Select clipboard_e8db5c612ad241ddb8fdf396dc76b746b.png

 

 

Once notes and labor hours have been added to the Work Order, you can now proceed with completing the work order.

 

Note: To select a different status, select the arrow beside the completed button to view other options.

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