How to change the phase on a work order
The steps below show how a user can change the Phase activity for an Work Order item without having to create a new WO
- Anyone can adjust the phase
- Phase Activities that are available are based on the Community Vendor Table (CVT)
- if a phase is missing contact the Cost Control Manager (CCM)
- This can only be done when the WO is in the Pending Status (Waiting for Approval)
- Once accepted, it can not be changed and has to be cancelled and regenerated
Step-by-step guide - WO Mobile App (iOS)
- Open the Work Order mobile app and find the WO you need to adjust (Phase activity should be reviewed on all WOs prior to being accepted)
- Next you want to click on the line item you need to adjust/verify
- Click on the Phase Code field
- Click on the phase you wish to change it to and click "Item Detail" to return to the previous page, Click Save
- You can now Save the change or change the status to Accept and Click Save.
- Only NVR users can change the status to Accept
- Any user can adjust the Phase activity during this stage of the process
Step-by-step guide - WO Web App - Coming Soon
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