Work Order Completion Requirements
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Completion Requirements let Building Admins define what information must be captured on a Work Order before it can be marked Complete or Closed. When a requirement is enabled, Cove blocks completion until those details are logged, creating more consistent records for billing and reporting. In this article we will discuss: available Completion Requirements enabling Completion Requirements how requirements are enforced allowing roles to bypass requirements bulk completion behavior Available Completion Requirements Three requirements can be enabled individually or in any combination: Require Labor Hours: labor hours must be logged on the Work Order before it can be completed. Require Notes: at least one note must be added to the Work Order before it can be completed. Require Mileage: mileage must be logged on the Work Order before it can be completed. Note: Mileage is captured through Travel, which must be enabled for your site. Learn more in Travel Management: Logging and Tracking Mileage on Work Orders. Enabling Completion Requirements Completion Requirements are configured by Building Admins from Work Order Setup. Enable the requirements you want enforced and save your changes. Requirements apply to the building they are configured for and take effect immediately on the next completion attempt. How Requirements Are Enforced Requirements are enforced everywhere completion happens, on both the Dashboard and mobile, whenever a user attempts to move a Work Order to Complete or Closed. If any required information is missing, the status change is blocked, and the user is shown what still needs to be captured. Once the missing details are added, the Work Order can be completed as usual. Allowing Roles to Bypass Requirements Building Admins can choose which roles are allowed to complete Work Orders without required Labor, Notes, or Travel, while requirements stay in place for everyone else. Choose who can bypass: When Labor, Notes, or Travel completion requirements are enabled, Building Admins will see a new "Allow the following roles to bypass requirements" setting in Work Order Setup. By default, Building Admin, Building Manager, and Vendor User are auto-selected. Requirements stay visible: Users in a bypass role still see outstanding requirements as missing on Dashboard and mobile, but can complete the Work Order anyway. No Labor, Notes, or Travel entries are created automatically. Nothing changes for everyone else: Users outside the selected roles must still meet all requirements before completing a Work Order. Bulk Completion Requirements also apply to bulk completion from Dashboard tables. Each Work Order in the selection is evaluated independently: Work Orders that meet the enabled requirements are completed, and those that do not remain in their current status. A results message identifies which Work Orders were blocked and the requirement each one is missing, so they can be updated and completed.
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