To optimize system performance, there are regular scheduled clean up jobs that run to check for old requests or contracts and sets them to 'Closed' status if certain conditions are met.
Contracts
The CloseOldContractsJob runs daily in the morning and closes old contracts. It is only enabled by the privilege Automatically Close Old Contracts [Danger]
When ClosedOldContractsJob runs:
☑ Criteria one - close contracts where..
☑ End date is more than 3 months ago
☑ Status is due for renewal
☑ Then set approval status to 'legacy' if it is 'awaiting approval'
☑ Criteria two - close contracts where
☑ Creation date is more than 6 months ago
☑ Is not closed/soft deleted
☑ Approval status is 'awaiting approval'
☑ Then set approval status to 'legacy'
Work Orders
The CloseOldTasksJob runs daily in the morning. It is enabled with the Automatically Close Old Work Orders [Danger] privilege. It closes work orders.
The DeleteObsoleteTasksJob also runs daily and closes hard deleted tasks. These tasks are “system” tasks, not user created.
All the requests in one of the below statuses will be auto-closed by the system after 30 days, and there is no note in the history for this action -
Completed
InvoiceUploadRequired
InvoiceBeingProcessed
Requests in below states will also be automatically closed by the system after 90 days, and there is a note recorded in the history for this action -
InvoicePaid
InvoiceDeleted
ContractAssigned
Note - 30/90 days can be counted from the resolution time or update time.