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Settings

Closing a Work Order Task

This section explains how to close a work order task.
When all of the work has been completed on a work order task, you can mark it as “Closed”. When you close a work order task, you cannot make any more changes to it. You can print closed tasks. If your site’s late charges setting allows, you may also be able to enter timecards for closed work order tasks.
You can close the entire work order (which also closes all of the tasks), or close each of the work order tasks independently. Closing the last open task on a work order closes the work order. If your site is using a two-stage activity reporting process, all of the task’s activity reports must be processed before the task can be closed. During the closing process, APM scans the task’s activity reports. If there are any unprocessed activity reports a warning message is displayed. If you choose to continue, the system processes the activity reports, starting from the first one entered.

To Close a Work Order Task

1.
Select the site’s Work Management view, Work Orders tab.
2.
The Tasks tab lists all open tasks for work orders.
3.
Right-click the work order task that you want to close and select Close.
Tip: You can close multiple work order tasks at the same time. Select the tasks, and then right-click and select Close. The information entered on the Close Task dialog will be applied to all selected tasks.
4.
The system checks for any unprocessed activity reports associated with the task (or tasks if more than one was selected). If any are found, the system asks if you want to process the reports now.
If you click No, the system cancels the close action. You can then review the unprocessed reports. See Reviewing Activity Reports.
If you click Yes, the system processes the reports and opens the Close Task dialog.
5.
Select an appropriate status from the Work completion status list.
6.
Enter the date and time that the work was completed.
7.
Enter any closing comments for the work order task in the Comments box.
8.
When you are finished, click OK.