Sign off steps
Explanation
Certified technicians can sign off a step as an executor, certifier or
inspector.
Technicians with a certifier assignment can sign off steps as an executor
or certifier.
A step must be signed off in the following order: first by the executor,
then by the certifier, and finally, if required, by the inspector.
Technicians can sign off on multiple steps at once from the Sign Off
tab on the Task Details page.
Prerequisites
- The executor, certifier and inspector must have the relevant
skill assignment within the task.
- Inspector cannot be the same user as the executor or
certifier.
- The certifier cannot sign before the executor, and the inspector
cannot sign before the certifier.
System Effects
- If the skill assignment has not started, the status of the
skill assignment changes to Work Started from
Assigned.
- If at least one assigned role signs off on the step, the
status of the step changes to Pending from Not
Done.
- When all assigned roles have signed off on the step, the
status of the step changes to Done from Pending.