Job Completion by a Resource : Trackplan

Completion of a job task by a resource (contractor / engineer) can fully complete job, or the status can be set to "Contractor Confirmed Complete" still requiring full sign-off by a more senior member, or by the help-desk. These settings can be configured in the Portal & App tab of the Resource Details page:

In the Portal & App tab, the "Settings Common to the Online Portal and Resource App" will have the option for you to decide if "Completing task completes job" for this resource:

There will also be an option for the resource view; what the resource will see when they access the Online Portal (or main Trackplan application):

This is the "Mobile Friendly" view:

This is the "Grid" view:

Once a resource as accessed the Online Portal (or Resource App, learn more about the Resource App here) they will see all jobs that have been assigned to them. Selecting the Job Number (highlighted below) will open the Job Details view, which will display all relevant information for the job, including directions for travel.

Selecting the Complete Task button (highlighted above) will prompt a pop-up window where a resource can choose "Task Complete" or "More Work Required" depending on the job status. A comment on the job will be required in the "Notes" section (For example, if "More Work Required" is selected, the Notes section may contain a list of tools required in order to continue with the job):

If "Require Customer Signature" is selected in the "Settings Common to the Online Portal and Resource App" section of the Resource Details area, the resource will be asked to provide their signature when completing a task:

When a job has been completed by a resource, it will appear in the Jobs List with the status of "Contractor Confirmed Complete" and will require further sign-off from a more senior member in order to be fully completed: