Completing a Work Order
1: Check the Work Order
Check that the work order is marked with a lightning bolt symbol
on the dashboard. This indicates that all required information has
been entered to allow it to be completed.
Note: If the work order is
not marked with a lightning bolt, some additional
information is required before it can be closed out. Most often,
you'll need to assign the person who did the work.
2: Mark the Work Order Complete
Point your mouse to the work order to activate mouseover
actions. Click the Complete action.
Tip: Select multiple work orders and
mark them complete in a single batch action by clicking the
Complete batch action at the top of the display. If
multiple workers are assigned to any of the selected work orders,
TheWorxHub assumes the entire work order is complete and marks it
complete on behalf of all assigned.
3: Enter Completion Information
TheWorxHub provides advanced options when multiple people are
assigned to the same work order.
Tip: Select Bill to Resident to have
the work automatically billed to the resident. Billed work appears
on the dashboard as an item in Billings to Send.
When 1 Person is Assigned
If only one person is assigned, they are displayed on the
Completion pop-up with a check mark in the
Complete column. You can also enter labor time at
this point using the Log Time field next to their
name. Enter a note about the completion of the work in
the Notes field. If necessary, change
the completion date and time to accurately reflect when the work
was actually completed, then click Save to
complete this work order.
When 2 or More People are Assigned
You can mark the work order complete for one person, while the
work order remains open for the others.
The complete checkbox indicates for which
person the work order is being marked complete.
- if you are assigned to a work order, it will always default to
just your complete checkbox as checked when you
first open the Completion pop-up. Enter additional
time, enter a note and click Save to mark your
portion as complete.
- if you are not assigned to the work order -- you are a manager
or dispatcher -- it will always default the complete
checkbox to checked for all assigned workers. You can
uncheck the checkbox for any that still aren't complete then click
Note: A work order is not officially
complete until all complete checkboxes are checked for
all assigned workers. Workers with their portion marked complete
will not see the work order on their Just My Work
Note: If you mistakenly complete the
work order for one staff member, you can reopen the
Completion pop-up, and click the undo
link where the complete checkbox used to be. Then click
Save to reopen the work order for that person.
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