If a works docket is received from a job but hasn't been signed-off by the client on site, you can request the client sign-off digitally. This can either be automated to occur every time, or notifications can be sent manually.
Enable automatic client sign-off notifications
Navigate to My Company in the left sidebar
Click on the Branding
Select a branding
Under Site Contact Messaging enable toggle switches for Automatically notify site contacts for works docket remote sign-off and Automatically notify the job requester for works docket remote sign-off as desired.
Save
Note: Notifications will be sent according to the format specified in the below dropdown list, Contact method to use when contacting site contacts.
Set contact-specific notification settings
Navigate to Clients
Click on the Contacts tab
Select a contact or create a new contact
Under Works Docket Notifications you can change the contact's notification preference to “Always Send” remote docket sign-off requests to this contact, or to “Never Send” them.
By default, each contact’s notification preference will be set to “Use Brand Settings”
How it works
The system takes the booking’s site contacts and the job requester and then checks both the Site Contact Messaging settings (under Brand settings), as well as each site contact’s individual Works, Docket Notifications settings.
Based on these settings it will then send notifications to all who are configured to be notified.
Note: The works docket only needs one client contact to remotely sign it off. Once it has been signed-off, other contacts who click on the link will see when and by whom it was signed-off.
Manually request a digital sign-off
You can also manually send one-off remote sign-off requests to specific client contacts. This also allows you to send follow-up notifications if necessary.
Select the Booking
Click the Details button
Select dockets on the top toolbar
Press Request client sign-off
Choose which client you would like to send the sign-off request to
Send.
