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.