Configure Which Work Order Status Closes a Linked Service Request - Company Options

Configure Which Work Order Status Closes a Linked Service Request - Company Options

Users can specify upon which work order status change the linked service request should close. Users can select multiple work order statuses that should close the linked service request. Additionally, when a work order is re-opened, a notification will pop up to ask the user whether they would like to re-open the linked service request. With this feature, clients can control and track service request service level agreements (SLAs) separately from work order SLAs.

Configure Which WO Status Closes a Linked SR

  1. Navigate to the Company Options module. Click Settings > Setup > Company Options.
  2. Expand the correct domain on the left hand side. 
  3. Click ​
  4. Click Edit.
  5. In the field titled WO Status to Close SR, select the work order status(es) that should automatically close your service requests. Click the X to eliminate a status from your selection.
  6. Click Save.




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