How to Complete a Work Order with SOP Forms and Materials

Finish the job with the required checklist answers and an accurate record of the parts used.

Quick summary: Use Complete with SOP if the attached SOP still needs answers. Otherwise use Mark complete. If planned materials remain outstanding, review the actual usage and unused reservations before confirming.

Before You Begin

• You need access to the job and permission to update its status.
• The work order must be In Progress. Start or resume it first if needed.
• Check any required permit or quotation. Required permits must be closed, other active linked permits resolved, and a required SOR quotation approved before finishing.
• Review parts already issued to this job so that you do not record the same usage twice.

Not every job needs an SOP, permit, quotation or material plan. Follow the requirements shown on the work order.

1. Review the Job

1. Open Work Orders, find the job and choose Open full detail if needed.
2. Review Work Permit, SOR Quotations and Parts & Materials. Use View to inspect a requirement.
3. If an approval or permit closure is still needed, have the responsible person resolve it before finishing.

2. Complete the Attached SOP

If SOP Compliance shows SOP Pending:

1. Fill in every required answer in the attached form.
2. Click Complete with SOP.
3. Correct any highlighted answers, then try again.

The action validates the answers and continues through the material checks. It can open a further confirmation before the answers and work-order completion are saved.

If SOP Submitted is already shown, review that record rather than submitting it again, then use Mark complete under Current Status. Use Mark complete when no SOP is attached too.

SOP needs reattaching

If the saved SOP response cannot be used, ask someone who can edit the work order to review and reattach the SOP. The job cannot finish while that problem remains.

3. Review Outstanding Replenishments

If Linked replenishments warns that something is still outstanding, choose Review replenishments to inspect it. You can Cancel the completion attempt or choose Complete anyway after deciding the remaining replenishment is not needed to finish this job.

Choosing to finish does not mean the delivery has arrived. Keep the outstanding request under review separately.

If Infodeck cannot load the material or replenishment details, retry once they can be verified.

4. Decide What Was Actually Used

The Outstanding Planned Materials dialog appears when the plan still has quantity that has not been issued to the job.

Quantity	Meaning
Planned	The quantity planned for this job.
Issued	Usage already recorded for the job.
Outstanding	Planned quantity not yet recorded as issued.
Reserved	Stock set aside for this job; this can differ from outstanding demand.

Record Remaining Actual Usage

Use this option only for parts used but not already recorded.

1. In Actually used, enter the remaining actual quantity for each listed part. Use a whole number of 0 or more.
2. Check Stock location for every positive quantity. The selected stock location must be able to supply the usage, and the total cannot exceed the remaining plan.
3. Add Notes if useful.
4. Review the quantities, then click Record Usage & Complete.

Any reservation left unused is released as part of finishing. Enter 0 for a listed part if none of its remaining quantity was used.

Release Unused Reservations

If no further usage needs recording, click Complete & Release Unused. This completes the job without issuing additional parts and releases its remaining reservations.

Only reserved stock is freed for other work. Unreserved planned demand is not physical stock being returned, and parts already issued earlier are not undone by this choice.

Go Back Without Completing

Choose Go Back if you need to review the job or change the decision. Closing the dialog does not confirm its material choices.

If all planned materials have already been issued, this dialog may not be needed.

5. Confirm the Result

If Change Status appears, review its reason and any evidence, then click Confirm. The material dialog's completion buttons are themselves the finishing action; do not issue the same usage again afterwards.

After a successful finish, check:

• the status is Completed;
• the attached SOP shows its saved submission, where applicable;
• Parts & Materials and Activity show the actual issue and reservation-release outcomes.

Example material record with demonstration part and stock-location names. Open the image at full size.

If another person changed the requirements or material plan while you were deciding, review the refreshed details and confirm again. Infodeck keeps your unsaved answers and usage choices where they still apply.

Example: Two Filters Planned, One Used

A job planned two filters. One filter was already issued during the repair, and the second was not needed.

Review the existing issue, finish the required SOP, then choose Complete & Release Unused for the remaining quantity. The already issued filter stays in the usage record. Any remaining reservation for the unused filter is released.

If the second filter was also used but not yet recorded, enter its quantity under Actually used and choose Record Usage & Complete instead.

Troubleshooting

What you see	What to do
Required SOP answers are highlighted	Complete them before using Complete with SOP again.
The materials dialog appears although the repair is finished	The plan still has outstanding quantity. Record the remaining actual usage or release unused reservations.
A quantity or stock-location error appears	Check whole-number quantities, remaining planned demand and stock available at the selected location.
Reload before finishing	Reload the work order so its completion details can be verified.
Completion details changed	Review the current requirements and quantities, then explicitly confirm the new decision.
A permit or quotation prevents completion	Review the linked requirement and arrange the required closure or approval.
An error appears after confirming	Refresh and check the latest status, SOP record and material activity before retrying, so you do not record usage twice.

Related Articles

• Update Work Order Status
• Use SOP Forms on Work Orders
• Plan and Issue Work Order Materials
• Handle Shortage, Reservation, Issue, Return and Release
• Replenishment Work Orders and Auto-Approval

Need help? Contact Infodeck Support