Special action buttons. Depending on the state of the selected work order, action buttons displayed will be different.
The buttons displayed when the status of the selected work order is "Draft"
"Submit for Approval" Button : Use this button to request approval for this work order. Only a user authorized to approve work orders can approve a work order. A user must have the "Work Order - Can Approve" role to be able to approve a work order. You can modify a user's roles via the user form:
See this article to learn how to modify a user's roles.
After submitting the work order for approval its status will change to "Pending Approval" and a dialog box will offer you the possibility to send a notification to specific users.
"Activate" Button: Use this button to change the status of the selected work order to "Active". The "Active" status indicates that work is in progress on this work order.
The buttons displayed when the status of the selected work order is "Pending Approval"
"Approve Work Order" Button: Use this button to approve a work order that is in pending approval status. The selected work order's status will change to "Approved" and a dialog box will appear asking if you want to send a notification to one or more users indicating that this work order has been approved. You must have the "Work Orders - Can Approve" role to be able to approve a work order. See this article to learn how to modify a user's roles.
The buttons displayed when the status of the selected work order is "Approved"
"Activate" Button: Use this button to change the status of the selected work order to "Active". The "Active" status indicates that work is in progress on this work order.
The buttons displayed when the status of the selected work order is "Active"
"Complete All Services" Button: This button is active when the service entries of the selected work order are not all completed. Use this button to change the status of service entries in this work order to "Completed".
"Close Work Order" Button: This button is active when all service entriess in the selected work order are completed. Use this button to change the status of the selected work order to "Closed". When a work order is closed, it is no longer possible to make changes to it.
