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Before a work order can be marked Complete, the checklist must be 100% filled in. This guide walks you through updating the status and resolving any mandatory field errors.
Opening the Work Order
Click the Work Order Code โ From the Work Orders list, click the code of the work order you want to update. This opens the work order detail view.
Updating the Status
Open the Status badge โ Click the current status badge (e.g. In Progress) at the top of the work order to open the status dropdown.
Select your next stage โ Choose the appropriate status. To close the job, select Complete.
Completing Mandatory Checklist Fields
Mandatory fields warning โ If the checklist is not 100% complete, you will see: "Please complete all mandatory fields." Close the message and return to the Checklist tab to finish filling it in.
Check the completion progress bar โ The bar at the top of the checklist shows your percentage complete. All sections must reach 100% before the work order can be completed.
Click Save โ Once all mandatory fields are filled, click Save to store your checklist. The progress bar will update to 100%.
Marking the Work Order Complete
Open the Status badge again โ Now that the checklist is 100% complete, click the Status badge and select Complete to officially mark the work order as finished.
๐ก Tip: Always check the progress bar before attempting to complete a work order. If any mandatory field is missing, the system will block completion until it's resolved.
Related Articles
Navigating and reviewing a work order before starting โ see Open a Work Order and Review Key Details (Subcontractor Guide)
Uploading checklist photos on-site โ see Upload and Annotate Photos in Work Orders (Web) (Field Tech Guide)
Uploading field files and documents โ see Upload Field Media on a Work Order (Field Tech Guide)
Adding notes before or after completing โ see Add and Edit Notes on a Work Order (Org Admin Guide)
Recording daily on-site activity โ see Submit Boots On Ground (Web) (Field Tech Guide)