Close a work order task as incomplete

Only agents can close work order tasks assigned to them.

About this task

If the problem was only partially fixed or resolved, use the Close Incomplete option.

Procedure

  1. Navigate to Field Service > Agent > Assigned to me.
  2. Open a work order task.
  3. Click Close Incomplete.
  4. In the Create a follow on task field, do one of the following:
    • Select Yes to have a new work order task cloned and, if this task is the last remaining task to complete, prevent the work order from closing. After the follow on task is done and marked Closed Complete, the status of the work order changes to Closed Complete even though the task that generated the follow on task was marked Closed Incomplete.

    • Select No to close the work order task.

  5. In the Reason for the incomplete closure field, enter information about why the task could not be completed. The information entered is added to the Work Notes field on the work order task form.
    • The status of all unused parts automatically changes to In-Stock.
    • The state of the parent work order automatically changes to Closed - Incomplete if all work order tasks have a state of Closed - Complete or Canceled and at least one task has a state of Closed - Incomplete.