Close and re-open order/position
By default, all orders (including the extended ones) and re-orders are closed automatically the next day after all the associated positions achieve their Actual End Date and become Closed.
- Open Per Diem order is not closed automatically; you need to close it manually when required.
You can close an order/position manually if required.
- You may not close a position if the time has been entered into the corresponding timesheet.
Close order manually
To manually close an order/re-order:
- On Order Management, select the needed order/re-order (with no In Progress (Accepted) or Filled positions).
- In the order/re-order details sidebar, select Close Order. Hide the imageSee the image.
- In the Close Order sidebar, specify the reason and closing date, and then select Save. Hide the imageSee the image.
- The closing date may not be later than the order end date (for re-orders, the end of the shift day.)
If the specified closing date is the current date or the date in the past, then the order/re-order is closed immediately and all its associated Candidates move to the Offboard status.
If the specified closing date is in the future, then the order/re-order will be closed when that date arrives.
You can view the reason for closing and the closing date in the closed order's details sidebar. Hide the imageSee the image.
After closing, you may no longer edit the Closed order or apply Candidates to it.
Close position manually
To manually close a Filled position of an order/re-order:
- On Order Management, select the needed Filled position.
- In the details sidebar of this position, select Close Position. Hide the imageSee the image.
- In the Close Position sidebar, specify the reason and closing date, and then select Save. Hide the imageSee the image.
- The closing date may not be later than the order end date (for re-orders, the end of the shift day.)
If the specified closing date is the current date or the date in the past, then the position is closed immediately, its actual end date is updated to reflect the closing date, and the associated Candidate moves into the Offboard status.
If the specified closing date is in the future, then the position will be closed when that date arrives.
You can view the reason for closing and the closing date in the closed position's details sidebar. Hide the imageSee the image.
After closing, you may no longer edit the Closed position.
- For positions scheduled to be closed in the future, you can still make edits after re-opening them.
Re-open order/position
You may re-open the manually closed order or position for which the closing date has not been reached yet.
- You may not re-open orders and positions closed automatically and those that have already reached the closing date.
To re-open a closed order or position:
- On Order Management, select the needed closed order/position.
- In the details sidebar of this order/position, select Re-Open. Hide the imageSee the image.
The order/position re-opens immediately. The re-opened order/position can be closed again manually or automatically.
See also