All Contractor work order entries must be completed before the entire request can be finalised.
To finalise the work that a Contractor has completed is done via the 'Record Actions' button.
Go to the 'Requests' page by clicking the Facilities Central in the left hand side navigation and locate the request you want to amend and click on the request to display the information on the right hand side.
Click on the 'Record Actions' button and complete the following information:-
Date
This will default to todays date and indicates the date that the work was completed.
Work Done
Enter a description of the work done or the actions you want to record.
If you have any Pro Forma text templates created, you can choose from the ones listed and the message will pre-populate.
New Status
Change the status to 'Completed'.
Update Estimate/Quote and Attach Estimate/Quote
Enter an amount and attach a copy of the quote if applicable.
Final Costs
Enter the final cost of the Contractor's work if applicable.
Notify Originator
If you would like an email sent to the person who originally entered the request, tick this box and confirm/change the following details.
From Address
This will populate with your email address and this is the 'From' address that the Originator will see when the email arrives.
Email Address
This is address of the person who originally entered the request and the address the email will be sent to.
Subject
The subject line of the email
Email Message
Enter your own message or click the 'Copy Work Done' which will populate the text that you entered on the 'Work Done' field at the top of the form.
Email Attachment
Upload a file that will be included in the email to the Originator (if applicable)
Click on the 'Submit' button and the information will be saved, the email (if flagged) will be sent and the work order request for this Contractor will be completed.
If this is the only Contractor attached to this job, the system will automatically change the status of the entire job to 'Completed'.