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Look up the rules that must be satisfied before a work order can move to For review or Complete. To configure these rules, see Completion policies settings at the portfolio level, or Completion policies for building overrides.

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Available policies

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Ensure all tasks are completed or marked not applicable before the work order can complete. Apply to preventive maintenance and inspection work orders.
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Require logged work hours before completion. Can apply to preventive maintenance, inspection, corrective maintenance, and service request types.
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Require a follow-up work order when any task is marked Action needed before the work order moves to For review.
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Require an explanation note when a task is marked non-compliant.
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Require supporting documentation when a task is marked non-compliant.
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Require an explanation note when a task is marked not applicable.

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Work order types

Each policy includes Choose work order types checkboxes. Enable only the types that should follow the rule.
  • Preventive maintenance
  • Inspection
  • Corrective maintenance
  • Compliance maintenance
  • Service request

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Scope

Work order fields

Task completion fields these policies can require.

Notification events

Alerts for work orders that stall before completion.
Last modified on August 18, 2026