Complete

Complete is the final step in the work order process. Complete a work order when you have captured all information and are ready to close it.

Your administrator sets up default forms within Classic TMS modules. The tabs, field groupings, and fields vary depending on whether you are in Create, Update, or Query mode.

Complete a work order

Navigate to the Complete tab while in Create or Update mode.

1. Go to the Complete tab.
2. In the Complete work orders section, fill in the following fields:
   • Problem: Select the code that matches the issue. This tracks common issues that lead to work orders.
   • Cause: Select the reason for the problem.
   • Item: Select the code for the items used to resolve the problem.
   • Action: Enter the action taken to resolve the problem.
   • Completion date: Enter the date the work was finished.
   • Work order is finished?: This read-only field updates automatically based on the status. It defaults to No until the status changes to completed.
   • Comments: Add details about the actions you took.
   • Status: Select Completed or Closed.
     • If you select Completed, choose a Sub status.
     • If you select Closed, you cannot make further changes after saving.
     • When you select a status associated with the finished state and click Update, Work order is finished changes to Yes and the dashboard appears.
   • Sub status: Select a secondary classification for additional detail.
   • PM action taken: Select this if you performed preventative maintenance during a general repair.
   • Completion comments: Enter additional details about the completion.
3. In the Complete section, enter the current meter reading (for example, vehicle mileage).
4. Click Update.