Once created, a Work Order can only be modified before it has been marked as completed. This ensures the original Work Order record is retained and cannot be tampered with. Revisions can be made after the original record has been marked as complete, but in this situation an additional copy is created to maintain an audit trail for compliance.
Marking a Work Order as Complete
After creating a New Work Order or Modifying a Work Order the Work Order record screen is displayed.
If all details concerning the Work Order have been added then the Work
Order should be marked as Complete by selecting 
in the top right corner.
The Complete Work Order screen is displayed with a box to record your signature.
Sign in the box using either your mouse or touch screen for audit trail compliance. Select to confirm completion of this Work Order.
The Work Order screen is displayed. The Work Order just marked as complete will no longer have a modify option. Instead it is possible to view the primary Work Order information by selecting the 
view icon, or view the Work
Order record by selecting the Work Order Number.
Revising a Completed Work Order
If further information needs to be added to a Completed Work Order, this can be done by revising the Work Order record.
Navigate to the Work Order record as described in Modifying a Work Order and select the Work Order Number to display the Work Order record screen.
The Complete button has been replaced by 2 buttons
- 
and 
.
To make a change to the Work Order record select the button.
The Revise Work Order screen is displayed with a box to record your signature.
Sign in the box using either your mouse or touch screen for audit trail compliance. Select 
to confirm revision of this Work
Order.
A copy of the original Work Order is created and the Work Order number is incremented to reflect the revision. For example, Work Order number WO-0000001 is incremented to WO-0000001-001. Further revisions would become WO-0000001-002, etc.
The Work Order record screen is displayed with this new Work Order record displayed.
The Work Order can be revised as described in Modify a Work Order.
When all modifications have been made the Work Order can be completed by
selecting as
described above.
Reverting to a previous version of the Work Order record
While modifying a revision to a Work Order record it may be necessary to revert to a previous revision. This can be done at any time until the revision is marked as Complete.
Navigate to the Work Order record as described in Modifying a Work Order and select the Work Order Number to display the Work Order record screen.
To make a change to the Work Order record select the 
button.
The Revert Changes screen is displayed.
Ensure you want to revert the changes on this Work Order and
select 
.
The modifications made will be removed and the Work Order record will return to the previous version in the revision history.
Closing a Work Order
If a Work Order has been reached a point where no further revisions are allowed and the record should be locked at this point, it can be Closed. To be closed a Work Order must first be marked as Completed as described above.
Navigate to the Work Order record as described in Modifying a Work Order and select the Work Order Number to display the Work Order record screen.
To close the Work Order record select the button.
The Close Work Order screen is displayed with a box to record your signature.
Ensure you are closing the correct Work Order. Sign in the box using either your mouse or touch screen for audit trail compliance. Select 
to
confirm closing of this Work Order.
The Work Order will be removed from the Work Order list and no further revisions can be made. The Work Order can still be viewed in the Work Order report.