Maintenance · Daily operations · 8 min read

Complete, close, reopen and cancel a work order

Finish a job with the failure record it needs, close it so its costs are final, and correct or cancel it when needed.

Before you begin

• The job is In Progress, and every task is Done or Skipped.
• For a repair (Corrective, Emergency or Breakdown) you must be able to say what failed.
• Completing and reopening need maintenance.workorder.complete. Closing needs maintenance.workorder.close, which also lets the person see costs. Cancelling needs maintenance.workorder.create.

Complete a job

1. Open the work order and click Complete.
2. On a repair, choose the Failure Code, a Root Cause and type the Cause and the Corrective Action. This is asked only when no failure has been recorded yet. You can record it earlier with More > Failure Analysis.
3. If the job has a meter (jobs from meter plans), enter the Meter Reading at Completion.
4. Type a Completion Notes and, if needed, the Customer / Supervisor Signature. This is a typed name, not a drawn signature.
5. Confirm.

What the system checks

• 'N task(s) are still open. Finish or skip them first.' means tasks remain.
• 'Record what failed (failure code and cause) before completing a repair.' means a repair has no failure yet. If you give a cause but no code, you get 'Choose the failure code or describe the symptom.'
• A meter reading lower than the counter is treated as a meter reset and is refused unless it is a reset: 'This counter was at 12600 h. A smaller reading is recorded as a meter reset.'

What happens next

The status becomes Completed and the actual finish is stamped. Open labour and downtime are closed and costed, stock reservations are released and the asset returns to Active. If the job came from a preventive plan, the plan's next due date moves on from the real finish date. Example: a plan every 3 months was due on 15 Oct but the job is finished on 20 Oct; the next due date is 20 Jan, not 15 Jan.

Downtime cost is hours times the company downtime rate. Example: 2.5 h at 500.00 AED an hour adds 1,250.00 AED to the cost ledger under Downtime.

Close a job

1. Open a Completed job and click Close.
2. The status becomes Closed, with who closed it and when.

Closing makes costs final. Adding a cost afterwards gives 'A closed work order's costs are final. Reopen it first.' If the administrator ticked A work order is closed only with its costs recorded, a job with 0 total cost is refused: 'This company closes a job only with its costs recorded.' Closing also closes the linked request.

Reopen a job

1. Click More > Reopen on a Completed or Closed job.
2. Type the reason. An empty reason gives 'Say why it is reopened.'

The job returns to In Progress, the reopen count goes up, the closing details are cleared and a new labour timer opens. Costs can change again.

Cancel a job

1. Click More > Cancel Work Order on a job that is not In Progress.
2. Type the reason. An empty reason gives 'Say why it is cancelled.'

Reservations are released, the asset returns to Active if it was Under Maintenance, and a preventive plan can generate that job again. If parts were issued and not returned the system refuses: 'Return the issued parts before cancelling.' A job In Progress cannot be cancelled; pause it first.

Good to know

• Completed or Closed jobs cannot have tasks edited; reopen first.
• Use Print to print the job.
• The system does not stop the same person from completing and closing a job. Give the close permission to a supervisor so a second person signs off.