You may have noticed that Complete Checkbox on the Completion Tab of a Work Order in not editable. So, how do you mark a Work Order Complete?
Figure 1 - Work Order - Completion Tab
It's important to note that the Work Order completion process is completely driven by Work Flow. This ensures that all business rules are pragmatically enforced. Let's look at how Work Flow is changed on the Work Order Header document.
Work Flow Control
The Work Flow Control is found at the top of the Work Order and Work Order Task pages. This dropdown will show what State the document is currently in and the States it can be moved to. To change the State of the document, simply select an available next State from the Work Flow Control.
Figure 2 - The Work Flow Control
Certain Work Flow States have been setup in the system with an Action Number(#) that is used to trigger program functions.
Figure 3 - Example of A Work Flow State setup with an Action#
So all we have to do is change the Work Flow dropdown to a State of Complete? That's almost it, but there is one more factor to consider.
Work Order Task Completion
To mark a Work Order Complete, all it’s Tasks must 1st be in the Complete State. On the Work Order Task select Complete from the Work Flow Control and click Save.
On the Work Order Task Completion tab, verify that the Completed checkbox is checked, and the following fields have been populated:
- % Complete
- Completed By
- Date Completed
Figure 4 - Work Order Task - Completion Tab
Once the last Work Order Task is marked Complete, the Work Order will automatically be moved to the Complete State. After Completing all Work Order Tasks, on the Work Order Completion tab, verify that the Completed checkbox is checked, and the Completed field has been populated with today’s date.