How to Close a Work Order

Through the Close Work Order toolbar button:
1. Open the Consumption Sites record.
2. Navigate to the Work Orders tab. Select the work order that needs to be closed.
3. Click the Work Order > Close Work Order toolbar button.
  
  If there are To Do Items that are not yet completed, then this message will be displayed. Select Yes to this confirmation message.
4. Fill out the fields – Date Closed, and Comments – on the lower part of the Work Order Details panel.
5. Save the changes in the Consumption Sites record.

Through the Status field:
1. Open the Consumption Sites record.
2. Navigate to the Work Orders tab. Select the work order that needs to be closed.
3. Select ‘Closed’ from the Status combo box list.
  
  If there are To Do Items that are not yet completed, then this message will be displayed. Select Yes to this confirmation message.
4. Fill out the fields – Date Closed, and Comments – on the lower part of the Work Order Details panel.
5. Save the changes in the Consumption Sites record.
  The Close Reason field is a required field thus the record will not be saved when this field is left blank.

Page tree