Create a New Quick Close Form

Forms for use in Quick Close are created in the same way as other Work Order forms, by going to Setup > Custom Forms > New. When in Quick Close, you can choose any form that was created for the Work Orders module to quickly close a work order.

The only change is that you might want to select fewer tabs and fields for the Quick Close form than you would for a Work Orders form used to enter and modify a work order record. The reason for this is that the Quick Close functionality is intended to allow you to open a work order and quickly add only the information required to complete or close the work order.

Examples of this type of information might be:

• Material charges

• Time charges

• Completion Comments

• Problem/Cause/Action code updates

• Status/Sub Status updates

For more information on creating a new form, see the Custom Forms section.