Change the Status of a Work Order to Completed in the FleetLogic Mobile Application

Describes how to change the status of a work order to Completed using the FleetLogic mobile application.

Type

How to

Audience

FleetLogic Technician

Products

FleetLogic mobile application

Context

Change the status of a work order to Completed in the FleetLogic mobile application when you complete the work required and the equipment is ready for use. Once the work order is in completed status, it is removed from your list of work orders and appears in the web application with the Completed status.  See: “About Work Order Statuses in FleetLogic” for more information on the Completed status.

To complete a work order, you must complete all the required information on the work order, such as adding labor, parts, or inspections. You may be required to print a green or red tag for the asset, depending on the requirements of your company.  See: “Print a Red or Green Tag for a Work Order in the FleetLogic Web Application” for more information on red and green tags.

The individual currently in possession of the equipment must sign off on the work you completed, select a valid email address to send confirmation to, and agree to your company’s terms and conditions.  An email receipt for the work is emailed to the email address that is provided. 

Before You Begin

Required: Mobile device with internet connection and mobile application installed, valid FleetLogic account, valid login credentials and access permissions, existing work order with the In Progress or Paused status

Steps

To change the status of a work order to Completed, do the following:

  1. In the FleetLogic mobile application dashboard, tap Work Orders
    The list of work orders that are assigned to you opens
  2. Locate and tap the work order that you need to complete
    Note: The work order must be in the In Progress or Paused status
    The work order details page opens
  3. Tap Work Complete
    If your company’s workflow requires it, the Print Tag page opens
  4. In the Print Tag page, do the following, otherwise, skip to step 5:
    1. Do one of the following: 
      1. Tap GREEN if you need to add a green tag to the asset
      2. Tap RED if you need to add a red tag to the asset
    2. Tap the printer you need to use to print the tag
    3. Tap Next 
      The Review Work Order page opens
  5. If your company’s workflow does not require tags, tap, Next
    The Review Work Order page opens
  6. Hand the mobile device to your customer and instruct them to review the work order and then tap Work Complete when they are done
    The Sign Work Order page opens
  7. Instruct the customer to check I agree to the Terms and Conditions
  8. Instruct the customer to use the Send email to dropdown to do one of the following:
    1. Tap None if the customer does not have a valid email address to send a receipt to
    2. Tap Enter Custom Email and do the following if the customer’s email does not appear in the list:
    3. Under Enter Custom Email, type a valid email address in the Email field 
    4. Type a valid name in the Name field
    5. Tap a pre-existing email address in the list to automatically enter that email and name information on the form

    Note: The addresses in this list are the first three email addresses listed as company contacts for this customer in your company’s SRM (Systematic Rental Management) application
  9. Instruct the customer to write their signature in the blank area beneath the Select Email dropdown
  10. Instruct the customer to hand back the mobile device to you
  11. Tap Complete Work Order
    The status of the work order is updated to Completed
    The work order is removed from the list of assigned work orders
    If you selected an email, a receipt for the work order is emailed as a PDF to the specified email address

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