Perform Independent Sign Off

Explanation

This activity is used to sign off work tasks or subtasks (from Fleet and Asset Management) having Independent sign off requirements. When this activity is performed, and certificate requirements are defined, the system will check whether the current user fulfills all the certificate requirements for Independent sign off type, after which the work task or subtask will be signed off. Only one user is allowed to sign off as Independent. User certificates are defined in the Employee File and requires the component IFS/Human Resources to be installed.

When an Independent sign off is performed, and there are no more sign offs to be performed on the work task, the status of the work task will be changed automatically to Reported.

Note: The person performing an independent sign off cannot be the same person who performed executor or inspector sign off.

Prerequisites

• The work task or subtask must exist in the Work Done status.
• Independent sign off requirements must have been defined on the work task or subtask.
• If more than one sign off requirement line is defined for a sign off type (executor, inspector or independent), the person signing off must have all certificates required for the certain sign off type.
• If there is a requirement for inspector sign off, this must have been performed prior to independent sign off.

System Effects

As a result of this activity, an independent sign off is performed on the work task or subtask. The work task is changed to the Reported status.

Window

Prepare Work Order
Report In Work Order
Work Order Structure

Related Window Descriptions

Work Task
Prepare Work Order
Report In Work Order
Work Order Structure

Procedure

1. Open the Work Task or the Work Tasks window, alternatively select the Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window.
2. Query the work order and then select the appropriate work task. (F3).
3. Navigate to the Sign Off Requirements tab.
4. Select the appropriate record, right-click, and then click Perform Independent Sign Off. If the security checkpoint is enabled, the Authentication Request dialog box opens.
5. Enter your user ID and password.
6. Click OK.
7. Information related to sign off will be updated in the relevant record.