The process for closing an Order that has zero approved TimeCards stored is essentially the same as closing out any Order. The key part is to know what date to enter as the termination date.
In order to close out an Order, log into your WorkRecords account and navigate to Reports on the blue menu bar. Then, choose My Views. Select the Search Orders and Templates view. Set your search criteria as needed and click the Generate View button.
Once you have located the Order that you wish to close, click on the Info hyperlink and select Time Card History to begin the process of determining the correct termination date for the Order. This will allow you to see a snapshot of the TimeCards for the Order to help you choose the correct termination date.
An Order that has never had an Approved TimeCard can sometimes show many weeks of missing TimeCards, as shown in the example below. When there are no Aapproved TimeCards for the worker, enter a term date that is 7 days or more before the first Missing TimeCard. For simple math, you can subtract 10 days. In the example below, 10 days prior to 12/19/14 would be 12/9/14. Enter 12/9/14 as the term date and click the Submit button.
Go back to your View and click the Info hyperlink next to that worker's name. Choose Complete Order and Enter the termination date in the New Completion Date box and click the Submit button.
