Complete a Work Order

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to complete, skip, or cancel a work order. For information on how to create a work order, see Create a Work Order.

To complete a work order:

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to work on.
3. Select the status of the work order. The status can be:

Status	Definition
Open	Default status when you create a work order.
On Hold	Select this status to pause work on the work order.
In Progress	Select this status to indicate you're working on the work order.
Done	Select this status once you have completed the work order.

note

A work order status updates automatically to In Progress when a user starts work on an Open work order and updates steps in a procedure from the work order.

1. Execute the steps for the task on the work order.
2. When the work order is complete, select Mark as Done.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Switch between the Calendar View and the List View by selecting the icon. For more information on the different views on work orders, see View and Filter Work Orders.
3. Locate the work order you want to work on.
4. Select the status of the work order. The status can be:

Status	Definition
Open	Default status when you create a work order.
On Hold	Select this status to pause work on the work order.
In Progress	Select this status to indicate you're working on the work order.
Done	Select this status once you have completed the work order.

note

A work order status updates automatically to In Progress when a user starts work on an Open work order and updates steps in a procedure from the work order.

1. Execute the steps for the task on the work order.
2. When the work order is complete, select Mark as Done.

Work Order Comments

On a work order, you can leave comments, edit and delete the comments you write. You can communicate with other users who are working on the same work order to provide updates on the work or ask questions. These comments are an efficient way to communicate information with members of the organization. You can add valuable information about maintenance plans and attach files and pictures.

You can also react to any comments left on work orders.

Leave a Comment on a Work Order

Web

1. In the work order details, navigate to the Comments section.

2. Write your comment in the Write a comment field.

   • To tag a member of your organization in the comment, type @ and their name.

   • To add an attachment or photo, select the (attach) icon.

     • Select the attachment or photo you want to add.

       • You can add text to go with the attachment if needed.

3. Select Send.

Mobile

1. In the work order, select the Comments tab.

2. Write your comment in the Write a comment field.

   • To tag a member of your organization in the comment, type @ and their name.

   • To add one or several attachments, select the (attach) icon.

     • Select the attachments. You can add text to go with the files if needed.

   • To add a photo, select the (camera).

     • Select Camera if you want to take a photo using your mobile device's camera.
     • Select My Photos to select one or more existing photos from your mobile device.

     You can add text to go with the photos if needed.

   • To add a voice note, select the (microphone).

     • Record the voice note, and select the (checkmark) icon when you're done. You can add text to go with the voice note if needed.

     • (Optional) After sending your voice note, Select Get AI Transcription to transcribe what you said.

3. Select Send.

Edit a Work Order Comment

Web

1. Hover over the comment you want to edit.
2. Select the (Edit) icon.
3. Make the appropriate changes.
4. Press the Enter / Return key.

Mobile

1. Long press the comment you want to edit.
2. Select the (Edit) icon.
3. Make the appropriate changes.
4. Select Save.

Delete a Work Order Comment

Web

1. Hover over the comment you want to delete.
2. Select the (trash) icon.
3. When prompted, select Confirm to delete the comment.

Mobile

1. Long press the comment you want to delete.
2. Select the (trash) icon.
3. Select Delete Message.
4. When prompted, select Yes to delete.

React to a Work Order Comment

Web

1. Hover over the comment you want to react to.
2. Select the (Add Reaction) icon.
3. Select the reaction icon you want.

Mobile

1. Long press the comment you want to react to.
2. Select the (Add Reaction) icon.
3. Select the reaction icon you want.

Skip and Cancel Work Orders

While working on a work order, you can choose to skip or cancel the work order.

Skipped work orders are work orders in a chain that you can choose to skip once. The chain resumes for the next planned work order. For example for a routine daily check that can be skipped for 1 day.

You can cancel a reactive work order that's not part of a chain. This work order could be a one-off work order that doesn't need to be performed anymore.

note

The ability to skip work orders isn't available by default. To request it, or for more information, contact the MaintainX Support team or your MaintainX Account Manager.

Skip a Work Order

note

As a Full User, you can skip any work order that you created.

As an Administrator, you can skip any work order in the organization.

Work Order Chains

To identify work order chains in the MaintainX web application, select the (To Do View) and look for the (Chain) icon next to your Work Order name. This icon indicates that your work order is part of a chain. For more information about work order chains, see Work Order Chains.

To skip a work order:

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to skip.
3. On the work order details page, select (more options).
4. Select Skip Work Order.
5. When prompted, a dialog box appears. The information entered in the dialog is optional.
   • Enter the reason why you're skipping this work order.
   • Attach pictures or files, if needed.
6. Select Submit.

You skipped the work order. The next work order in the chain will be created as usual.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Locate the work order from the work order chain you want to work on.
3. Select (more options).
4. Select Skip Work Order.
5. When prompted, a dialog box appears. The information entered in the dialog is optional.
   • Enter the reason why you skipping this work order.
   • Attach pictures or files if needed.
6. Select Skip Work Order.

You skipped the work order. The next work order in the chain will be created as usual.

Cancel a Work Order

To cancel a work order:

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to cancel.
3. On the work order details page, select (more options).
4. Select Cancel Work Order.
5. When prompted, a dialog box appears. The information entered in the dialog is optional.
   • Enter the reason why you're canceling this work order.
   • Attach pictures or files, if needed.
6. Select Submit.

You canceled the work order.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Locate the work order you want to cancel.
3. Select (more options).
4. Select Cancel Work Order.
5. When prompted, a dialog box appears. The information entered in the dialog is optional.
   • Enter the reason why you're canceling this work order.
   • Attach pictures or files, if needed.
6. Select Cancel Work Order.

You canceled the work order.