Close a Work Order

Work orders are closed by an administrator when work is completed. To close multiple work orders, have them all open and select the Apply to All check box. If a service request is associated to a work order, the service request closes automatically when the work order is closed, regardless of if custom fields are required and unpopulated on the request. Field validation settings that prevent a work order from being closed can be set up in Admin, which is available at 15.7 and newer. See Field Validation in the Admin 3.0 Guide for more information. Note that this version of the app is only compatible with Cityworks 23 and newer and needs to be accessed from the Cityworks 23 site.

PREREQUISITES:

  • Users must have permission to close work orders.
  • All required fields must be populated.
  1. Open the work order. See Open a Work Order for more information.
  2. Fill in the Completed By field with the person who verified that all the work was completed properly.
  3. Set the Actual Finish date and time.

NOTE: If today's date is selected as the Actual Finish date, the current time is automatically entered. It can be changed if needed.

  1. Complete all assigned tasks.
  2. Verify that all information has been correctly added.
  3. Make any necessary edits or additions.
  4. Click Close. The Closed By field populates with your login and the Close Date field populates with the current date and time.

If there are any field validations set for the work order, either an error or warning message appears when you try to close the work order if the field requirements have not been met. See Field Validation in the Admin 3.0 Guide for more information. Note that this version of the app is only compatible with Cityworks 23 and newer and needs to be accessed from the Cityworks 23 site.

  1. Click Save.

NOTE: Users with Edit After Close permissions see the Reopen icon at the top of the work order that is used to reopen a closed work order. See Re-open a Work Order for more information.

If there are any errors with closing multiple work orders, an error message appears. The error message shows the errors in the current work order (if any) and any other work orders that have errors show in red in the Number drop-down list.