Overview
Completion Criteria define what must be entered before a Work Order of this Type can be closed. These settings ensure that required information, documentation, and quality steps are captured during completion.
Configure Completion Criteria
Select the Gear icon in the top navigation bar, and then select Admin Mode.
Select Asset & Work Management > Work Order Types.
In the Work Order Type Finder, select the Work Order Type you want to configure, and then select View.
Select the Completion Criteria card.
Configure completion fields
- At the top of the card, you can select Remove All Criteria to clear all existing Completion Criteria for this Work Order Type.
- For each option listed, configure whether it must be completed before the Work Order can be closed:
- Repair Comments – Requires the technician to enter repair comments when the Work Order is completed.
- Labor Time – Requires labor hours to be recorded before the Work Order can be closed.
- Prompt for Utilization Value – Requires technicians to enter a utilization reading.
If selected, the option Hide Current Utilization Value appears; choose Yes or No based on whether the current reading should be visible. - Continuous Improvement – Requires entry into continuous improvement fields, if enabled in your system.
Require additional fields for completion
- Under Fields required for completion, select any fields that must be entered before completion. Examples include:
- Cause of Failure
- Work Quality Checklist
User Defined Fields (UDFs)
If a Work Quality Checklist is configured in your system, its steps will appear in this section.
Remove all existing criteria
To clear all configured requirements, select Remove All Criteria at the top of the page.
- Select Save.
Completion Criteria for this Work Order Type are now configured.