Work Orders Ready for Review
“Ready for Review” for Work Orders allows Admins, Shop Managers, and Lead Technicians to review Work Orders that are ready to be closed. Review costs and hours worked to make sure nothing looks out of place prior to a work order being closed.
Process Overview
Who has access?
Only users who have been granted permission to the Ready for Review section will be able to access and close work orders from this area
Access to this section is automatically active for users assigned an Admin, Shop Manager, or Lead Technician user group
This is controlled by the Work Order Management section with the ability to Close Work Orders
Access can be granted to other users by creating an adhoc user group and granting this access via the Work Order Management section and turning on the ability to “Close Work Orders”
Check out User Groups
When will work orders show in Ready for Review
A Work Order appears in Ready for Review only when both of these are true:
Every line on the Work Order is finished. Lines in Closed, Voided, or Planned status all count as finished for this check — a line that is still Open or in progress keeps the Work Order off the list.
The Work Order has at least one posted transaction to review. Ready for Review is a cost-and-hours review step, so a Work Order whose lines are all finished but has no postings (no labor, parts, or other transactions) never appears here — it stays Open until it is closed directly on the Work Order itself. See Close or reopen a Work Order.
Ready for Review is not a list of every open Work Order — it is only the ones that meet both conditions and are waiting for a reviewer.
Accessing the Ready for Review List
Access the list by clicking on the Ready for Review menu item.
The displayed list can be searched, customized, and exported.
Refer to Master List Functions TOC for more information on these processes.
Accessing Work Order Information from the List
Click on the Work Order Number link in the list to access the full work order.
Refer to Work Order TOC for more information on work order processes.
You can also click on the chevron icon to expand the Work Order line information.
Once the information panel opens, you can quickly review each line of the work order. You can see line #, VMRS code, VMRS description, total line cost, labor cost, parts cost, tire cost, labor hours, line status, and line notes.
About the VMRS Code column. The Ready for Review list is a work-order summary list. Its optional VMRS Code column shows a single work-order-level summary value, not every line’s VMRS code. It can display 000-000-000 or Not on file when the work order has no single summary VMRS code, for example when the lines use different VMRS codes or none is set at the work-order level. This does not mean the lines are missing VMRS codes. To see the actual VMRS code for each line, expand the row with the chevron icon or open the work order.
Editing Work Order Information
During the review process, it may be necessary to edit transactions for parts and labor or make other edits. This can be done prior to the work order being closed.
Refer to Work Order TOC for more information on work order processes.
Closing Work Orders using Ready for Review
Reviewed work orders can be closed individually or in bulk after the review process is completed.
Click the selection box beside the work order to be closed or select multiple lines. All can be selected by checking the box in the column header line as well.
Click the close button in the top right to close the selected work orders
Ready for Review, closing, deleting, and large cleanups
Work Orders are closed, not deleted. There is no mass-delete for Work Orders: the Delete Work Orders permission only removes planned job lines, it does not delete the Work Order itself. The supported way to retire a Work Order is to close it (or void its jobs first if they should not be counted). See Work Order permissions.
Ready for Review cannot be turned off, and Work Orders never close automatically. Every close is a user action. Who can close is controlled by the Close Work Orders permission in Admin > Users > User Groups — users without it can view the list but cannot close. See Work Order permissions.
The Ready for Review list is the only place that closes many Work Orders at once. The Bulk Actions menu inside a single Work Order acts on that Work Order’s jobs (Bulk Assign Technicians, Bulk Close jobs) — it is not a mass-close for Work Orders. See Use bulk actions on Work Order jobs.
Large cleanups that do not fit the supported paths — for example hundreds of Work Orders, or Work Orders stuck in a state self-service closing cannot resolve — should go to Support rather than being forced through deletion.