Training FAQ
FAQ Detail
Review the full answer below, then return to the searchable FAQ list.
If an account is in arrears, how can I stop additional work from being performed?
To stop additional work from being performed:
1. On any existing active Work Orders, select the Hold checkbox. This clearly flags the Work Order and displays warnings before and when changes are made, prompting users to review the notes.
2. On the Contract screen, select the Account Issue checkbox. This also displays warnings to users.
Note: You can search for Work Orders that are on Hold and for Contracts with Account Issues.
Optional alternatives:
- Deactivate the contract (Status = Inactive). This will prevent the contract from appearing when setting up new Work Orders.
- Note: Depending on timing, maintenance Work Orders may still be generated for contracts that were recently made inactive. These Work Orders will still display warnings if the maintenance Contract has the Account Issue checkbox set.
- Add a Watch Note to the related Work Orders and/or Contract (create a note, set it as a Reminder, and check the Watch checkbox). You will receive an email notification whenever changes are made to that item. The watch resets automatically every 24 hours.
1. On any existing active Work Orders, select the Hold checkbox. This clearly flags the Work Order and displays warnings before and when changes are made, prompting users to review the notes.
2. On the Contract screen, select the Account Issue checkbox. This also displays warnings to users.
Note: You can search for Work Orders that are on Hold and for Contracts with Account Issues.
Optional alternatives:
- Deactivate the contract (Status = Inactive). This will prevent the contract from appearing when setting up new Work Orders.
- Note: Depending on timing, maintenance Work Orders may still be generated for contracts that were recently made inactive. These Work Orders will still display warnings if the maintenance Contract has the Account Issue checkbox set.
- Add a Watch Note to the related Work Orders and/or Contract (create a note, set it as a Reminder, and check the Watch checkbox). You will receive an email notification whenever changes are made to that item. The watch resets automatically every 24 hours.