Use Quick Close to Close Work Orders

The Quick Close function in the Work Orders module allows you to quickly close existing, active work orders, by adding time and material charges, completion comments, and updating their statuses. Prior to using Quick Close to close active work orders, you might want to have a custom form in place with only the necessary tabs and fields for quick closing work orders.

You can use any Work Orders module form in Quick Close, including the Work Orders (TMS Enterprise) standard form, but you might find the tabs and fields on non-Quick Close-specific forms are unnecessary.

To use Quick Close to close work orders, follow these steps:

1. Select Work Orders > Quick Close.

2. If the form that displays is not the form you want to use for Quick Close, select a different form from the Form drop-down menu in the toolbar. (If the form you select is the one you want to use each time you go to the Quick Close screen, click the Is Default button.)

3. In the WO Number field, enter the number of the work order you want to close. Or, click the Lookup icon next to the WO Number field.

4. If you clicked the Lookup button, you are presented with the Work Order Query window. Enter your query information and click Execute.

5. Double-click a work order record. The screen changes back to the Quick Close screen.

6. Some fields are automatically filled in, depending upon how the defaults on this form were set up.

7. Fill in the necessary information in the required fields and any additional fields you need to fill.

8. Click Save to finish closing the work order.

Once you click Save, the form clears and you can repeat the steps above to close another work order. These steps can be repeated as many times as needed to close as many work orders as you would like.