Close a work order task as incomplete

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Close a work order task as incomplete if there is work pending on the task.

    Before you begin

    Role required: wm_agent

    Procedure

    1. Navigate to All > Field Service > Agent > Assigned to me.
    2. Open a work order task.
    3. Click Close Incomplete.
      The Close Incomplete pop-up appears.
    4. Do one of the following.
      OptionDescription
      Clone the task and create a follow-on task From the Create a follow on task? list, select Yes.
      Close the work order as incomplete without creating a follow-on task From the Create a follow on task? list, select No.
    5. In the Reason for the incomplete closure field, enter a reason for not completing the task.
      This information is copied to the Work Notes field on the work order task form.
    6. Click OK.
      The status of all unused parts automatically changes to In-Stock.
      The parent work order state changes based on the following conditions:
      If The work order state changes to
      All work order tasks are in the Closed-Complete or Canceled state and at least one work order task is in Closed-Incomplete state. Closed - Incomplete
      Only one work order task is associated with a work order and that task generates a follow-on task, which is in Draft state. Awaiting Qualification
      More than one work order task is associated with a work order and one or more those tasks generate a follow-on task, which is in Draft state. Work in Progress
      All follow-on tasks generated from any of the work order tasks are in Closed Complete state.
      Note:
      The task that generated the follow-on task will be in Closed Incomplete state.
      		 Closed Complete