Close Work Order

Once you have captured all relevant information for an In progress, Assigned, or Service incomplete work order, complete it by closing it. You can recall work orders that have been completed if the issue returns. Alternatively, link the work order to a new one if they relate.

Depending on the rules set by your administrator, work orders might close automatically as a result of alarms and flagged conditions.

1. Click a work order number in Service > All Work Orders.

2. On the Select action menu, click Job complete.

3. In the Refrigerant check window, do one of the following:

   • If you found a refrigerant leak, click Yes. In the window that opens, fill in the details and click Save.

   • If you didn't find a refrigerant leak, click No.

4. Enter the Job complete information:

   • Accident/near miss: Choose whether an accident or near miss occurred.

   • Indicate a non-tagged asset: Select Yes to remove the obligation to define an asset and enforce that the work order doesn't relate to one. For example, for wiring or pipework. This definition depends on admin configuration.

   • Asset: Select the related asset, if applicable.

   • Asset condition: Select the asset condition.

   • Additional work required: Indicate if the asset needs more work.

   • Misuse/abuse: Select whether misuse contributed to the issue.

   • Fault: Select the type of fault, such as weather damage, no fault, power, and others.

   • Action: Select the actions you took to complete the job.

   • Technician comments: Add comments.

5. Click Save.