To complete a work order task, get a sign-off from your contact at the customer site.
Before your contact signs off the work order task, you can show the:
Work you have done in the Checklist section.
Necessary item consumption in the Necessary Items section.
Spare parts that you have used in the Spare Parts section.
Time you have spent in the Time Registrations section.
Costs you have incurred in the Costs section.
If you confirm a work order task sign-off:
The work order task is moved to 'My Completed Work' in the Rental Mobile Operations - Field Service app.
In D365 F&SCM, the related work order line is set to 'Completed'.
The signature is stored as an image in SharePoint.
In D365 F&SCM, an attachment is added to the related work order line. This attachment is of type URL and its URL refers to the signature image as stored in SharePoint.
A work order sign-off report is created as a PDF file. The report contains the work order details, the registrations, and the signature. See also: Work order sign-off report.
The sign-off report is stored as a PDF file in SharePoint.
In D365 F&SCM, an attachment is added to the related work order line. This attachment is of type URL and its URL refers to the sign-off report as stored in SharePoint.
Right after the sign-off, the sign-off report is sent by email to the email address of your contact.
Notes
If you are working offline, the actions for which an online connection is required are only done until you are back online. This includes creating and sending the sign-off report.
The sign-off report is only sent by email if an email address is registered for the contact of the work order.
Steps
On the Booking page, tap the floating action button > Complete Booking.
Note
On a Windows device or browser, on the taskbar, click Complete Booking.
Ask your contact to review the work order task details.
These details are included in the sign-off report that your contact receives by email.
In the Signature box, ask your contact to sign off the work order task.
Tap Confirm.
Notes
You can only complete a work order task if all of the following conditions are met:
All started time registrations are ended.
Consumption is registered for all necessary items.
A task result is registered for each checklist task.
In case of an assembly work order task, all asset components must be assembled.
A work order task can be assigned to a resource group or several field service engineers. If you complete such a work order task and:
Not for each checklist task or necessary item an action is registered, the work order task is completed only for you. The work order task as such is not completed. Other field service engineers can still work on it.
For each checklist task or necessary item an action is registered, the work order task is completed for all assigned field service engineers.
A sign-off report is created and sent for each completed work order task. If a work order has several work order tasks, your contact receives a sign-off report for each work order task.
Advice
In case of multi-resource or resource group assignments of work order tasks, give your field service engineers clear instructions. For example, on who can close a work order task or on required communication on closing work order tasks.
Work order sign-off report
When you confirm a work order task sign off, a sign-off report is created. The sign-off report shows:
Work order details: Work order ID, customer, object, start and end date and time, status, and description.
Contact details: Contact name and phone.
Task and asset details: Task, worker, serial number, fleet number, object name, and address.
Notes: Internal note, invoice note, and order note.
Checklist: Task, description, note, and result for each checklist task.
Meter readings: Meter name and value for each meter reading registered on the work order.
Parts: Necessary items and spare parts, with quantity, unit, site, warehouse, and status.
Hours and other costs: Registration type, description, quantity, worker, and status.
Signature: The signature of your contact.