Configuring the Engineer's overview and Sign-off pages
When a key work assignment is completed and the responsible field engineer selects the Done action on the mobile device, a signing-off procedure is started. This procedure includes:
• Engineer's overview details page
• Engineer's sign-off details page
• Linking a questionnaire
• Customer's sign-off page
• Option for customer to refuse signing off (configurable)
Planon ProCenter back-office settings on the order determine if the engineer and / or the customer are required to 'sign off' on the work that has been completed (Sign-off required? and Sign-off by engineer required?). After signing off, the overview and signatures are captured in a document or image (this depends on your settings), which is sent to the back-office. There, it is stored as a communication log record on the order. The configuration of the Engineer's overview details page, Sign-off overview and its details pages and the Refuse sign-off details page can be used 'out-of-the-box', but they are slightly configurable, as is explained in the following procedure.
Procedure
1. In > > , select and expand the relevant sub web definition.
Edit […] pages are displayed for every available status in the sub web definition.
2. Select the Edit Done page.
 | For non-PPM orders, any required sign-off configuration should also be done on the Edit Temporary fix page. The configuration options for signing off pages are identical to those on the Edit Done page. |
3. At the bottom panel, select the Engineer's overview details page.
4. In the data section, on the Page properties tab, edit the page properties as required.
5. Select the Work assignment details block.
6. Go to the Details fields tab on the data panel and edit the available settings and fields as required.
7. Click Save.
8. Select the Engineer's sign-off details page.
| | The Engineer’s sign-off page works in combination with the Sign-off by engineer required? setting on the order. |
9. In the data section, on the Page properties tab, edit the page properties as required.
10. Select the Signature details block.
11. On the data panel, select the Upload tab.
12. In the Communication log field, select in which communication log field you want to store the 'Engineer's signatures' for the back-office: in the Image or Document (secure) field.
13. Click Save.
14. For the customer sign-off, select the Sign-off overview - details page.
15. In the data section, on the Page properties tab, edit the page properties as required.
16. In the data section, on the Actions tab, edit the required labels for the various actions as required.
17. For the Refuse action, select Yes in the Is visible field, if you want to display the Refuse button on the app. This will allow customers to refuse signing off. Select No if you do not want to display the Refuse button.
18. Select the Work assignment details block.
19. Go to the Details fields tab on the data panel and edit the available settings and fields as required.
20. Click Save.
21. Select the Sign-off details page.
| | The Sign-off details page page works in combination with the Sign-off required? setting on the order. |
22. In the data section, on the Page properties tab, edit the page properties as required.
23. Select the Communication log details block.
24. Go to the Add fields tab on the data panel and edit the available settings and fields as required.
25. Click Save.
26. Select the Signature details block.
27. Go to the Upload tab on the data panel and edit the available settings and fields as required (Title, Icon, Position).
28. In the Communication log field field, select to which field on the communication log the signature must be uploaded: Document (secure), Document reference, or Image.
29. Click Save.
30. Select the > .
31. Go to the Add fields tab on the data panel and edit the available settings and fields as required.
32. Click Save.
The sign-off work flow is configured. See Ending a work assignment and signing off for information on how it works in the app.