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.
Users have the ability to override most of the automated Work Order Notifications simply by checking the appropriate Override box on the Work Order form before saving the record. When one of the Override fields is marked, the system does NOT send the corresponding Notification.
Override Fields
Leadworker
Prevents the system from sending the Leadworker Notification for the particular Work Order.
Overdue
Prevents the system from sending the Overdue Task Notification for the particular Work Order.
Work Order Overdue Notifications can also be globally overridden by enabling the Disable Work Order Overdue Notifications item in Lucity's Work Options.
Problem
Prevents the system from sending the General Problem Notification for the particular Work Order.
Problem Notifications may also be overridden in the Work Request module.
Supervisor
Prevents the system from sending the Supervisor Notification for the particular Work Order.
Task
Prevents the system from sending the General Task Notifications for the particular Work Order.
Note:Start Date, Priority Change, Work Order Completion, and Status ChangeNotifications CANNOT be overridden.
How To Set Up a Task To Generate a "WO Complete" Notification
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?
