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Updating a works order - sign-off

Confirming sign-off

To sign-off a completed order, start by clicking the Confirm button on the relevant order record

Confirm action

Click Full to continue

Confirm dates and notes

Confirm the sign-off date and optionally add any notes.
Click Confirm to continue.

Order record updated

The order record's status now shows 'signed-off' and messages will have been sent to relevant personnel informing them of the update. If this order is linked to a Helpdesk issue the issue will also be closed and the caller informed.

NOTE: Manager's can choose NOT to have Helpdesk issues automatically closed when orders are signed-off but most users will leave this option on. If you find that Helpdesk issues are remaining open after the linked order has been signed-off please check the primary manager preferences for this setting.