Open Global Work-Order Settings
As an admin, click the Settings drawer → Global Settings → Work Orders.
Navigate to the “Required Fields” Section
Scroll down or use Jump to → Required Fields (the section is blank by default).
Choose Which Data Fields Are Mandatory
Each potential field (e.g., Labor Hours Logged, User Comment) is shown in a table by user role:
Location User, Collaborator, Operations, Admin.Check a box to make that field required for the corresponding role; leave unchecked to keep it optional.
No fields are required by default, you will need to check to update.
Save/Exit (if applicable)
Your selections are stored instantly; exit the settings panel when finished.
Technician Experience When Completing a Work Order
If a technician tries to Complete Work Order without filling every required field, a pop-up lists the unmet requirements.
Example shown in video: “Labor Hours must be logged.”
Satisfy the Requirement(s)
Open the missing section (e.g., Labor Hours), add the necessary data (e.g., 1 hour, today’s date), and submit.
Complete the Work Order
With all required fields now filled, click Complete Work Order again—the work order closes successfully.
Our dragging and dropping currently does not check comments, files/attachments, labor hours, charge codes, credit codes, this will be V2 but for quick complete button or changing status within a work order it does catch all of the data field items.