Signing-off a works order

Check messages

You can see there is one new message waiting. Click the message button to view the message list.

Received messages list

By default only unread messages are displayed in the list when you first view it. You can use the filters to change the criteria in order to view other messages. Click on the Goto button (1) to the left of the relevant row to view the message card.

The message card

This message informs you that you have received a new sign-off request (1). The link to the order is at the bottom (2). Click the Goto button by the link to view the order itself.

The works order

The status of the order is showing as 'completed' (1). In the list of items it is possible to see only one item where sign-off has been requested - indicated by a tick in the column after the completion percentage (2). All other items are showing as already signed-off. It is likely that there was a problem with this one item on the last sign-off which required remedial attention before final sign-off was possible!

Click the Goto button (3) on the relevant line to view the item details.

Update sign-off percentage

Click the change button next to the confirmed percent field (1) to update the percentage signed-off.

Enter sign-off percentage

Enter the new sign-off percentage and click OK.

Item updated

The item's status is now showing as 'signed-off', the confirmed percent field and the date of update have been entered and the value of the signed-off work has been calculated.

Amounts due updated

As all items are now signed-off, the parent works order status has now also been changed to signed-off (1).

Back on the parent works order record you will find a new entry on the 'amounts due' tab (2) showing the amount due for the latest sign-off.