Weekly client sign-off lets a client review and sign off a period’s daily dockets in one go. Workers still create and submit a daily docket for each shift. The client signs once for the review period instead of signing each daily docket on site, and all daily dockets will receive the same signature and timestamp.

Turn on Weekly client sign-off for an ongoing booking. You can change this setting after creating the ongoing booking.

The configuration `Ongoing weekly dockets calendar first day of week' determines when each review period begins. You can choose Sunday, Monday, or another day that suits your business, and the 7 day period will start from that day.

Tip: If you use weekly sign-off for most ongoing bookings, enable the configuration Default for weekly docket on new ongoing bookings.

A weekly docket is created against the last eligible booking in its review period. For example, if the period runs Monday to Sunday but bookings only run Monday to Friday, Friday is the sign-off booking.

Traffio recalculates the sign-off booking when a booking is added, moved, rescheduled, cancelled, deleted, or has its status changed. Changing the ongoing booking’s weekly sign-off setting, the calendar start day, or the sign-off interval can also recalculate it. Cancelled and Late Cancelled bookings cannot become the sign-off booking.

The weekly review includes saved, active daily dockets from the same ongoing booking when the booking’s start time falls within the review period. It can include multiple dockets for one booking and saved dockets from cancelled bookings. Deleted dockets and dockets from other ongoing bookings are excluded.

Before a client can sign off, every booking in the period with one of these statuses must have at least one saved daily docket:

If a required booking has no saved docket, the web and mobile review screens will highlight this and prevent creation of the weekly docket. Create and submit the missing daily docket(s), then reopen the review screen to create the weekly docket.

Workers submit daily dockets as usual throughout the period. On the final eligible booking, the app prompts for weekly client sign-off in the Forms tab of that booking.

The first screen lists the period’s bookings by date and shows the status of their daily dockets. A worker can open a docket from this list.

A booking that needs a docket but does not have one is shown as missing. The worker can continue only when every required booking has a saved daily docket. Draft dockets still on the device are not included in the sign-off.

The next screen shows each worker’s hours across the period. The client representative reviews the hours, enters their name, and signs. Submitting the weekly docket applies the client sign-off to all saved daily dockets in that review.

Go to Bookings > Ongoing Calendar. The Ongoing Booking Calendar is a schedule view that groups bookings by ongoing booking. It helps office staff see the bookings in each review period and find the booking selected for weekly sign-off.

Select the sign-off booking, then click Weekly docket. This opens the Weekly Docket Review, which shows:

You can select a booking with a missing docket in the warning to open it and create a daily docket. Check the review before requesting client sign-off.

If the client cannot sign on site, office staff can send a sign-off request from the web review. From the weekly docket review screen shown above, click Request client sign-off. Traffio queues a separate email for each selected contact. The email contains a link to a browser page where the contact can review the period’s hours and confirm sign-off. The request is delivered asynchronously, so the web app’s confirmation means the emails have been queued; they may not have arrived yet.

You can check individual daily docket sign off from the following areas:

The Ongoing Booking Calendar shows the weekly docket sign-off status on the period’s final booking:

Go to Bookings > Ongoing, open the ongoing booking, then click Weekly Dockets in its detail view. This tab lists the weekly dockets already created for that ongoing booking.

Open a saved weekly docket to see the daily dockets linked to it, the client sign-off details, and when the record was created or updated.

The Ongoing Calendar lets you review the current period and request sign-off. The Weekly Dockets tab lets you inspect records that have already been created.

Resend a weekly docket if a daily docket is added to or removed from its review period after you sent the request. This includes when a booking in the period is moved to another ongoing booking series and its dockets are moved with it. Open the weekly review again to check the current docket list, then send the request again. The review shows the current dockets; the saved request keeps its earlier docket list until it is resent.

Resending updates the existing weekly docket and its links to daily dockets. It clears the weekly docket’s previous client acceptance so the client can sign the revised review.

The linked daily dockets keep their previous sign-off details until the client signs again. The new sign-off then updates the linked daily dockets with the new client acceptance details.

If the former final booking is cancelled, for example, another booking may become the period’s sign-off booking. Sending from the new booking creates a new weekly docket for that period. The earlier request and its sign-off are not automatically transferred to the new booking, so check the earlier saved weekly docket separately.

Friday is the final eligible booking in that Monday-to-Sunday period. The app prompts for weekly sign-off on Friday.

These examples assume a Monday-to-Sunday period with a booking every day:

Each saved daily docket remains separate and is included in the weekly sign-off. The review shows the individual entries and adds their worked hours into the worker’s total for the period.