You now have the ability to determine which date the Completed and/or Installed date of a work order will be based of off: the scheduled Install date, or the date the record was actually flipped to a completed status. 

 

Normally, Completed and Installed dates on a work order are automatically assigned when the work order is changed to a completed or installed status, as the dates that status change took place. However, for reporting purposes, if you would like either of these dates to populate as the scheduled Install date instead of the date the statuses were actually changed, complete the following steps.

Note: If you are a user with 'Configuration User' permissions in your instance, you will be able to access the Configuration and Content Types section from front-end by going to SITE MGMT > Config: 

 

If you are not a user with Configuration User permissions, follow the steps below to access Config > Content types: 

 

Login to the admin portal of your instance and click 'Config': 

 

 

The 'Content Types' tab is the first tab on the upper horizontal menu on the following page. 

 

Click to expand the 'Work Orders' section, and find the Complete Date Based On and/or Installed Date Based On toggles. Toggle the applicable one to 'Use Install Date Value': 

 

Save & Close. 

 

For additional questions about Completed and/or Installed dates, please contact FastGem support at (504) 383-0602 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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