How to Change a Work Order Status

To move a task through the workflow (e.g., from “Open” to “In Progress”):

Navigate to Maintenance > Work Orders. Locate your Work Order in the list view.
Click the More (⋯) icon in the far-right column, and hover over Mark as >.
The secondary menu will display only the allowed statuses based on the Transition Matrix. Click the appropriate status to update the record.

The “Completed” Trigger: Financials and Inventory

Changing a Work Order to Completed is the most critical event in the workflow.

Step 1: Confirm Completion

When you select Completed from the “Mark as” menu, the system shows a Confirm Completion modal. You must provide:

Field	Instruction	Required
Duration	Enter the total, final time spent executing the job.	✅ Yes
End Date	Select the exact calendar date and time the labor concluded.	✅ Yes

Step 2: Review Labor Costs

The bottom half of the modal automatically calculates the exact financial cost of the labor per assigned technician (Hours × Hourly Rate + Overtime = Total Cost).

Step 3: Submit and Trigger Deductions

Click Submit. At this exact moment, the system finalizes labor costs and permanently deducts all items in the “Parts and Supplies” tab from your live warehouse inventory.