A Work Order is considered complete when the WO Status Code is 950 or greater. The Notification is sent out after changing the status to complete and saving the work order. Editing the complete work order in the future will not cause a notification to be sent.
While the notification itself is created in the General > Notification Setup module, it is in the Work Flow Setup > Work Tasks module where the WO Completion notification is selected.
Both the Work Order Supervisor and anybody on the recipient list in the Notification Setup module will receive the email.
Note: An employee must be flagged as an active employee, and a lead worker or supervisor to receive the corresponding notifications. They must also have the Email field filled out on their employee record.
Most Work Order notifications can be overridden. When filling out the Work Order, before saving, go to the WO tab and check the corresponding override box.
Note: Checking the Task Box will override the General Task, Work Order Completion, and Priority Change notifications.
Note: Start Date Notifications (based on tasks) can NOT be overridden.
Note: When any of these checkboxes are marked, the system will NOT send the corresponding notifications. Overdue Problem Notifications may also be overridden in the Requests module. For additional information, follow this link.
Note: The notification template must have these values
After creating the template, go into the Work Flow Setup > Task module.
On the Notifications tab
In the WO Complete Notif field select which email notification will be sent to the work order supervisor.
In Work Flow Setup > Employee > Contact Info tab the Email field must be filled out for the supervisor to receive the notification.
After completing the above setup, every time that the task is used as a Main Task on a work order, the supervisor will receive an email notification when the work order is completed.
Note: The Work Task must be selected as the Main Task on the Work Order for the related notifications to be sent.
What determines when a Work Order is complete?
