Lock closed work orders

Lock closed work orders is a facility setting that stops people changing a work order by accident once it’s closed. When it’s on, the work order window opens Closed work orders as read-only.

Who can do this: Admin, Manager

You need to be assigned to the facility, or to have created it.

1. Select Facilities in the sidebar.

2. Select the three-dot menu on the facility’s card, then Completion Rules.

3. Turn on Lock closed work orders.

4. Select Save Changes.

What the work order window does

For a Closed work order at this facility, the window looks the same for every role:

• A lock icon appears next to the work order number, with the message “This work order is closed and locked. No changes can be made.”
• The fields on the Details tab are unavailable, and so is Update Work Order.
• The Notes tab says “Notes cannot be added to closed work orders”, and the delete button is gone from each note.
• The Attachments tab has no upload area, and the delete button is unavailable.

You can still read the work order and its notes, preview and download attachments, print it and open its Audit Log.

Caution

This setting changes what the work order window offers. It isn’t a permanent seal on the record. An Admin or Manager can turn it off at any time, and closed work orders can then be edited again.

Reopen a locked work order

The Status field is unavailable on a locked work order, so an Admin or Manager needs to turn the setting off first.

1. Turn off Lock closed work orders, using the steps above.

2. Reopen the work order.

3. Turn Lock closed work orders back on if you want to keep using it.

Related

• Require a note to close work orders
• Close a work order
• Facilities overview