Work Order Complete/Close Configuration

The Work Order Complete/Close window can be configured to match the business process in place at your organization, using options available in Work Order Preferences. Configuration options include the ability to determine which sections of the window should display, identify required fields, and specify the order in which options are presented.

• The Work Order Complete/Close - Defaults preferences let you set default values for fields displayed on the page.

• The Work Order Complete/Close - Display preferences provide options to specify which sections of the window to display and settings to specify the placement and order of the sections on the page.

  The following preferences are used to configure the layout for each section:

  • Show Section: Select Yes if the section should be displayed on the Complete/Close window.

  • Show Section in column 1, 2 or Span Both columns: For each section to be displayed, this preference determines its placement on the page. Use the following values:

    • 1: Place the section on left side.

    • 2: Place the section on right side.

    • SPANTOP: Place the section on top, spanning both columns.

    • SPANBOTTOM: Place the section at bottom, spanning both columns.

  • Sort Order for Section: Determines the order for sections in the same column or region. For example, if there are four sections configured to show in the left column of the window, they will be displayed in the order specified. Enter numbers to sort as desired.

  • Require Section: Determines whether the user is required to enter data in the specified section before leaving the window.

• The Work Order Complete/Close - General preferences allow you to establish default settings for auto-selecting status fields. Some of these general preferences alter the behavior of the Complete/Close window.

  For example, you can indicate that all tasks must be complete before the work order is completed. As another example, you can indicate that the Labor report should be stamped with the date and logged in user's ID.

• The Work Order Complete/Close - Requirements preferences determine which fields the user must complete prior to exiting the Complete/Close window.

  For some settings, such as the Problem/Failure and Solution Codes, the preference can be set to determine if the field is required Always, Never, or Only On Work Order Completion.