Closing a Work Order

This guide provides a step-by-step approach to efficiently close work orders, ensuring that all necessary details are reviewed before finalizing the process. It emphasizes the importance of checking the work order's status, internal comments, communication logs, and duration to confirm that all tasks have been adequately completed. By following this guide, users can streamline their workflow and maintain accurate records, which is essential for effective team management and accountability.

Jennifer Fullerton
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Dartmouth

View Recently Completed Work Orders

Open FO&M Supervisors > Work Administration. Navigate to the Order selection step. Click in the upper "In Selection" filter box to display a list of saved filters.

Select the filter for **Technically Complete Orders to move to Work Complete** for your trade.

Tip! A list of all work orders recently marked as complete by your team is displayed.

Click on an individual work order in the elements list to view the work order details.

Work Assignment Status Transitions

Planon automatically moves a Work Order to the status Technically Complete when the related Work Assignment is marked as Done.

The work order status is Technically Complete.

Drilling into the work assigment, the work assignment has a status of Done.

Review the Work Order Internal Comments

Click on the header **Internal comments** at the top of the work order details.

Internal comments are displayed.

Review the Work Order Communication Logs

Click on the header **Communication logs** at the top of the work order details.

Communication logs from the technician are displayed.

Review the Work Order Duration

Click on the header **Duration** at the top of the work order details.

Actual and Planned response dates are displayed.

Close the Work Order

When you are satisfied the work has been completed, close the work order.

With the work order selected, click on **Work Complete** from the action menu at the far right of the window.

The work order status is now displayed as Work complete.