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User Guide - Closing a Work Order

When a work order is finished and ready to be closed, follow these steps

  1. Open the Work Order: Select and open the specific work order you intend to close.
  2. Close the Work Order: You have two options to change the status to a closed state:
    • Click Close in the top right corner and select the appropriate closing status.
    • OR Scroll down to the Status field and manually change it to a configured closed status.

Note: Any automated emails configured to be sent upon the closing of a work order will be sent out at this time.