How to Close a Job

Sometimes Building Managers will need to close a Job that has been requested but do not want to 'Cancel' it. 

This may occur when:

• The Job has been completed and paid externally
• The Committee decided they no longer wish to do the Job 
• There's a Warranty Issue and no charge
• There's a Maintenance Agreement and no charge

Building Managers can decide to reopen 'Closed' jobs at a later date.

Contents

• Close a Job
• Reopen a Job
• Service Provider Requested Closure

Close a Job

1. Go to the Jobs page (Wrench Icon  )

2. Select the Job

3. Click the three dots on the top right of the page

4. Select 'Close Job'



5. Choose the reason the Job should be closed

• Select 'Job Completed Outside SMATA', 'No Longer Required', Warranty Issue - No Charge' or 'Other'
• If the reason for the closure is not provided, select 'Other' and state the reason

Note: Building Managers can select which recipients will receive email notifications

6. Click 'Close Job' 

When a Job is 'Closed', the Service Provider, Site Contacts and Building Contacts receive an email notification with the reason for the closure. If the Building Manager, clears the check box for a contact, they will not receive a notification.

Service Providers are unable to work on Jobs that have been 'Closed'.

Reopen a Job

1. Go to the Jobs page (Wrench Icon  )

2. Select the Job

3. Click the three dots on the top right of the page 



4. Select 'Reopen Job'

5. Enter the reason why the Job should be reopened



Note: Building Managers can select which recipients will receive email notifications

6. Click 'Reopen'

The Service Provider and other selected recipients will be notified by email of this decision and the reason why the Job has been reopened. Service Providers can immediately resume work on the Job.

Service Provider Requested Closure

There are instances where Service Providers decide that a Job should be 'Closed'. Service Providers can suggest this through the Portal and the Job status will change to 'Pending Closure'. 



Building Managers will then review the Job Closure Request. If a Manager approves the request, the Job will be 'Closed'. If a Manager rejects the request, the status will revert to whatever it was prior to 'Pending Closure'.

For more information, please see How to Cancel a Job.

Building Managers should contact us with any further questions regarding this process.