Issue Work Orders

Locate the work order you want to change.

To quickly locate work orders in the requested state, use the Requested filter in the Work Order List.

Ensure you are on the Details, Tasks, Costs, or Attach page.

Choose between two options:

• Click the Action button next to the word Status in the upper-right part of the page and select Issue.

• Click the Issuebutton at the bottom of the page.

The status is changed to Issued. It is not necessary to save this change.

To allow organizations to track more definitive progress with a work order, Maintenance Connection keeps track of additional stages of an issued work order. For example, depending on your organization’s business process, you may use the Complete/Close Work Order window to indicate that you have responded to a work order. In addition, some organizations progress work orders through stages of being finalized and completed before closing them out.

Filters for these states of being issued are displayed in the Work Order List Filter field as follows:

• Issued – Responded

• Issued – Completed

• Issued – Finalized

Locate the work order you want to change.

Click the Complete/Close button at the bottom of the page.

The Complete/Close Out Work Order window opens.

Select the status to which the work order should be changed by clicking the appropriate button.

For example, click Responded to indicate that you have responded to the work order. Maintenance Connection will populate and display the appropriate dates for the change. The date and time will display the current Date/Time and your initials will be listed in the By box. These fields can be modified if necessary.

Enter any additional information about progress with the work order in this window.

Click Apply.

The window closes.

For more information on how to indicate progress with a work order using the Complete/Close Out Work Orders feature, see Work Order Status / States.