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Review and close finished work

Finished work waits as Complete until someone reviews it. Closing it signs it off and locks the record.

Find work to review

  1. Click Work orders on the rail.
  2. Choose the Review view. If nothing is waiting, it shows "Nothing waiting for sign-off."
  3. Open a job. Check Work recorded, the checklist, the photos and the failure codes.

Close the job

  1. Click Close.
  2. In the Close dialog, "Closing locks the record. It cannot be reopened." Click Close.

If your site requires failure codes on corrective work, add them first. See Record failure codes on a job.

Send it back

  1. Click More, then Send back.
  2. "Say what still needs doing. It goes back to the technician as in progress."
  3. Click Send back.

The job returns to In progress, with your note in its history.

Jobs closed automatically

A job's history may show "closed automatically after" a number of days. That job was closed on a timer rather than by a person.