Close a Work Order

Once you finish the tasks assigned to a work order, close it.

You can close work order by tapping the Confirm button on the Work Order screen. However, if you want to review the work order before closing it, use the Start option in the Released Work Order screen. In the screen you can review and do the following:
You can also use the Start option in the Released Work Order screen to do the following:
  • Confirm operations for Work Order with multiple activity types.
  • Add, delete any confirmed activity.
  • View posted materials, add new materials or do a reversal of posted materials.
  • Add or delete the existing objects.
  • Post Items, Causes, Tasks, and Activities and delete existing ones.
  • Add measurement documents during confirmation
  • Return excess goods
  • Add Customer and Vendor Warranty information
You can also create measurement documents for measuring points from Overall Confirmation screen if you have not added them while working on the tasks earlier.
Note: You can see the Measurement Documents only when the work order has equipment and functional location.

To close a work order:

  1. On the left side of the Work Orders screen, tap the released Work Order.
  2. On the right side of the Work Orders screen, tap Start.

    Using the Start option you can modify and confirm (post) the data of the individual sections of a Work Order like Operations, Materials, Objects, Causes, Activities, and Tasks.

    Note:
    • Objects, Causes, Activities, and Tasks tabs appear only when the Work Order has a Notification with Objects, Causes, Activities, and Tasks.
    • Do not delete the materials, objects, causes, activities, and tasks. Use the delete option only under an exception.
  3. In OPS/ACTIVITIES tab, you can swipe any Operation to the left and tap the Copy icon to duplicate the operation.
    Note:
    • You can copy an Operation when you want to confirm the same Operation multiple times.
    • You can select (check-box) multiple operations at a time and duplicate them at one go.
    • You can select all the operations at a time by tapping the Select All icon on the bottom left of the WO screen.
    Figure 1. Copy Operations

    Image of copying operations

  4. Tap Materials tab.
    You can see previously Posted Materials and Add Materials tabs.
    1. Tap the Posted Materials tab, select the material check-box and tap the Reversal icon on the bottom right of the screen to reverse the posted material.
    2. Tap Add Materials tab and tap the Add icon on the bottom of the screen to add new materials.
  5. Tap Objects tab and view, swipe left and delete, or add Objects.
  6. Tap Causes tab and view, swipe left and delete or add Causes.
  7. Tap Activities tab and view, swipe left and delete, or add activities.
  8. Tap Tasks tab and view, swipe left and delete, or add Tasks.
  9. On the top-right side of the screen, tap Review.
    Review the activities and changes before confirming.
    Figure 2. Review Activities Screen

    Image of activity review screen

  10. Tap Confirm.
    A Work Order Confirmed message appears.