The Work Order Completion Wizard

WO Completion Wizard Settings

The Work Order Completion Wizard allows you to customize how you want your work orders to be completed. To Enable this feature Select Configuration->Company->WO Completion Wizard Settings, then Select the Checkbox Use WO Completion Wizard

Note: If the Use WO Completion Wizard checkbox is NOT checked you will not get the completion form when completing Work Orders.

Acknowledgement page - This page allows you to

• Once you have Selected the Checkbox Use WO Completion Wizard you will have to acknowledge that you have read and performed all parts of the Completion Criteria by selecting the checkbox on this page before you can proceed to complete the Work Order. (How to create The Completion Criteria will be explained later in this article. )
• Select Next to proceed to the next page Completion Information

There are four additional checkboxes on the Work Order completion Wizard that allow you to configure the Work Order completion process.

• Completion Information- This page allows you to 
  • Enter the Actual Duration. If you have NOT checked the Time Card checkbox the Actual Duration will be used to Auto Create a Labor record for the work order with the Actual Duration as the Labor Hours
  • Complete All Tasks checkbox: If the Work Order has Tasks this will allow you to complete all of the tasks on the work order
  • Failure Code: Select the appropriate Failure Code from the dropdown. If this Work Order was created from a PM then this field can be auto filled from the PM Schedule Record.
  • Select Next to proceed to the next page Completion Comments

Completion Comments - This page allows you to

• WO Comment Tab - When you select this Checkbox a Comment Box appears during the completion process that allow you to enter a comment on the Work Order as you are completing it. This is Optional a Comment is not required.
• Select Next to proceed to the next page Labor (if selected)

Labor - This page allows you to

• If you have Checked the Time Card checkbox on the WO Completion Wizard Setting page then you must enter your Labor records here. If you have NOT checked Checked the Time Card checkbox this page will not appear and the Actual Duration will be used to Auto Create a Labor record for the work order.
• Select Next to proceed to the next page Confirmation

Confirmation - This page allows you to

• Confirm that you want to Complete the Work Order or Click the Back button to return to a previous page.
• Once you Click the Complete button the Work Order will be completed with the information you entered in the Work Order Completion Wizard
• Select Complete to complete the Work Order

Completion Criteria - Criteria Setup This page allows you to

• From the WO Completion Wizard Settings Click the Criteria Setup button and a pop up box will be displayed that allows you to enter the Completion Criteria that your organization would like to be displayed when using the WO Completion Wizard. Below is an example of Completion Criteria. There are multiple formatting features that allow you to configure this message. Please remember to enter a Title along with the Criteria.
• Select Save when you have completed entering your Completion Criteria.