How to Change the Status on Work Orders In ExactEstate

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Work Order Help

How Change the Status of a Work Order

To change the status of a work order, first navigate to the work order page.

Work Order Navigation
The "Work Orders" button is the first link in the Work Orders section.

When you are on the work orders page, select the cog icon for the work order you wish to modify.

Work Order Cog Icon

You will be able to select the following statuses options from this menu:

  • Complete
  • Cancel
  • Waiting For Inventory
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Some actions may be disabled for you based on your permissions

Note that "Delete" is not a status, but an action that will remove the work order from the system..

Completing A Work Order

Completing a work order will mark the work order as completed in the system. Please note that by default the main work order page does not show completed work orders.

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Fill out the details for the work order to finalize the work order. section.

Cancelling A Work Order

Marking a work order canceled does not require you to fill out a form. Once you have marked it as "canceled", the work order will also be marked as completed. If you are trying to filter for canceled work orders, make sure you are also filtering for completed work orders.

Marking A Work Order as Waiting For Inventory

Setting the status of a work order to waiting for inventory does not require you to fill out a form. Once you have marked it as "canceled", the work order will also be marked as completed. If you are trying to filter for canceled work orders, make sure you are also filtering for completed work orders.

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