Orders - Create, Change & Close Orders

It is very simple for suppliers to create, change or close order confirmations in WorkRecords. Below is a list of tools that provide instructions for each of these steps, as well as some FAQs regarding order confirmations in WorkRecords.

*Create Order Confirmations
     Using a template makes Creating Order Confirmations in WorkRecords a quick and easy process.  There are two steps that must be completed in order to cr...
Thu, 21 Apr, 2022 at 1:02 PM
*Complete/Close Order Confirmations
Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a QuickGuide, Training Video or additional r...
Thu, 21 Apr, 2022 at 1:02 PM
How can we go about changing our Week-ending date in WorkRecords?
Changing a company's timecard week-ending day is a little more complex than just making a change to the day-specified in the software. During the trans...
Thu, 10 Nov, 2016 at 4:30 PM
Making Changes/Updates to Order Confirmations
If changes need to be made after an order has been created, it is easy to add or update much of the information in WorkRecords. Common changes/updates made ...
Mon, 12 Feb, 2018 at 11:11 AM
FAQ - How do I find out if my worker already has an Order Confirmation?
Duplicate Orders can cause issues for you, the Labor Buyer and your worker, therefore making sure that you do not enter a duplicate Order for a worker is im...
Wed, 22 Jun, 2022 at 5:13 PM
ARCHIVED - Quick Guide - Close Order Confirmations
Creating an order confirmation for a worker allows (a) the worker to check-in at the customer and (b) the worker's time to be stored/collected as long...
Thu, 21 Apr, 2022 at 1:03 PM
*FAQ - Why does the Order I closed still show as active?
In WorkRecords, Orders remain active even after a completion date is entered if there are missing TimeCards or unapproved WorkSegments. Why does WorkRec...
Thu, 21 Apr, 2022 at 1:03 PM
FAQ - I'm having trouble closing an Order. Why is it not closing?
If you enter a completion date on an Order, but the Order is still marked as active, generally it's because there are missing TimeCards or unsubmitted ...
Thu, 21 Apr, 2022 at 1:04 PM
FAQ - How do I know if a worker should have more than one active Order Confirmation in WorkRecords?
A worker should have multiple active Order Confirmations in WorkRecords in either of the following scenarios. The worker works for two diff...
Tue, 10 May, 2016 at 4:44 PM
FAQ - What's so bad about having duplicate orders in the system?
What is a Duplicate Order? A duplicate order exists when a worker has two or more Order Confirmations that meet all of the following criteria: The O...
Thu, 21 Apr, 2022 at 1:04 PM