Record Status for Selected Work Order

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This task is used to record the status for the selected Work Order that has been dispatched.

Prerequisites to complete task correctly.

How do you get here?

Work Detail General Information Work Order Summary Record Status for Selected Work Order

or

Maintenance Detail General Information Record Status for Selected Work Order

To record the status for the selected Work Order:

  1. All Work and/or Material Line Items will have their status set as they were before starting this task.  You can change the status of any of the Line Items to Open or Cancelled, as necessary.

  2. Click Next once you have the status of each Line Item set to what it should be (Open, Closed, Cancelled).

  3. If the Work Order contained Additional Checks (System Administration > Maintenance Setup - Templates - Additional Check) where you will set the Result of each check that was made:

  4. Click Next once all the Additional Checks have been addressed.

  5. If any of the Work Order Line Items had been left open on the Close Work Order step of the task, the next step will be to Move Items to New Work Order.

  6. Click Next to add the new Work Order(s).

  7. From the Time Tracking step of the task you can specify the time spent by staff on doing the work specified in the work order.

  8. Click Next.

  9. From the Tenant Chargeback step of the task you can specify which Line Items should be charged back to a tenant.  This is only available for Work Orders for Units.

  10. Click Next.

  11. From the Billing step of the task you can enter the billing information for the work order.  For Work performed by In-House Vendors (Vendor Detail > Vendor Locations), this will be the amount to be billed from the In-House Vendor (Maintenance Company Detail > Create AR Invoice) to the Community (Accounts Payable Detail > General Information).

  12. Click Next

  13. If enabled on the System Administration > Maintain Lookup Tables - Business Constants table, the next step of this task will be to Attach Documents.

  14. Click Next.

  15. The Print Options step will allow to print out any documents included in the “Work Order: Record Work Order” document group at System Administration > Maintain Documents - Maintain Document Groups.

  16. Click Finished to close the Work Order.

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