If you click the green checkbox to complete the task before adding the part, things will get out of order and you will have a part requested on a task that is in the Supervisor queue to review.
All work (including adding and consuming parts) should be done BEFORE the technician completes the task.
This will help eliminate confusion, save additional work for the Supervisor and Supply Chain Specialist, and will ensure that the Part Spend is tracked to the proper task, equipment, etc.
1. In the screenshot below, all of the REQUIRED information has been entered, so the green checkmark is visible. If you click this checkmark you are completing the task.
This should NOT be done until everything has been finished with the Task, including any part needs have been entered and consumed if necessary.
2. Once you hit the green checkmark, the Task status goes to completed. If there is only one Task to the Work Order, the Work Order will complete as well.
This is what it looks like when done incorrectly:
3. If you go to the Parts Icon on the Task, you still have the ability to add a part. Remember, the proper procedure is to do this before completing the Task, not after. Click Add Need.
4. Find the part number and enter the information needed.
5. Click Save.
6. The part need will show under the parts icon.
7. The badge is red, showing that there are still parts to be consumed, even though this Task/WO has been completed.
8. Because the Task/WO was completed BEFORE the parts were added, it will show up in the Supervisors list to Review.
9. You will be able to see here that it has unconsumed part needs as well.
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