Completing/Closing a Repair Order

This article outlines the process for completing a Repair Order in Encompass. Users begin by editing each Repair Order Detail, entering any missing information, and marking the item as Done using the “Is Repair Done?” checkbox. If it is the last or only detail, users select Save and Complete Repair Order; otherwise, they simply save the detail. Once all details are completed, the overall Repair Order can be finalized by entering a Date Completed and saving the record. This ensures accurate tracking and closure of all repair work in the system.

 

Once all necessary information has been added to this Detail item, it can be marked as Done. This is completed by clicking Edit next to Repair Order Detail.

 

Enter any missing details for the repair order detail, and check the box for Is Repair Done? to close this repair detail. If this is the only detail, or the last detail being entered, click Save and Complete Repair Order. Otherwise, click Save.

 

Once all items in the Repair Order Details have been added and show as Complete, the Repair Order can then be completed.  Click on Edit... next to Repair Order Information.

 

Enter in a Date Completed and click Save to close the Repair Order.