Complete Work with the Work Steps Related List

Use the work steps related list associated with a work order or work order line item to view and complete your work.

Available in: Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To view work steps:	Read on work plans
To update work steps:	Edit on work plans

On the work order or work order line item, open the work steps related list.
The list shows steps from the plans and the recommended execution order.
On the action menu of a step, select Complete.

Note You can also mark a step Not Applicable on the work step’s action menu.

If the step is a simple instruction, such as “Put on your safety gear”, we mark the step’s status as completed. If the step includes a quick action or a field service mobile flow, selecting Complete starts it. For example, this step starts the Log a Call quick action.

When a quick action starts, we change the work step’s status to Complete when the action is completed. When a flow starts, the status changes according to the way the flow is configured. Completed work steps remain on the work step related list.

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