Record the completion (supplier, date, cost, notes)
Document how a work order was completed in edit mode: supplier, completion date, actual cost and notes.
- Audience
- Administrator or assigned person
- Screen
- Detail modal, Information tab (edit mode)
- Verified version
- App 1.0.0
Goal
Document how a work order was completed: by which supplier, on what date, for what actual cost and with what notes. This information feeds the building's history and budget tracking.
Audience
Administrator of the building or a person assigned to the work order.
Prerequisites
- Be an administrator or assigned.
- Have switched the work order to edit mode.
Steps
-
In edit mode, on the Information tab, fill in the completion fields.
-
Supplier: choose from the selector (a "No supplier" option is available). Only the building's active suppliers are offered.
-
Completion date: enter the date on which the work was done. This field is independent of the status.
-
Actual cost ($): enter the amount (decimals are accepted). A tooltip reminds you of the link with the contingency fund.
-
Notes: add any useful comment.
-
Click "Save".
Tips and common errors
- Supplier not found: if it does not appear, check that it is active in the building's supplier records.
- Decimal cost: the actual cost accepts cents; use the numeric format expected by your device.
- Free date: you can enter the completion date without changing the status; it does not switch the work order to Compliant.
See also
Mark a work order non-compliant
Move a work order to the Non-compliant status and describe the anomaly found; the anomaly description is required.
Manually schedule a work order
Manually add a work order to a maintenance task, in Schedule mode (future date) or Record mode (already done, past date up to 5 years).