CBC-PROC-301 Version 1 last review date: 23th August, 2024
What is a Required Document?
Required Documents represent paperwork items that must be completed by a Technician for a Work Order to be considered complete. When a Work Order is created it inherits a list of Required Documents based on the Contract it applies to, and the settings of that Contract. As Required Documents are added to the Work Order, the Paperwork Status will update, first to 'Awaiting Approval' to finally 'Fully Received'.
Adding Required Document requirements
Required Document settings are managed on the Contract Settings view.
- To add a required document to future Work Orders follow the below steps.
Go to the Contract Settings view
Expand the Scheduled Works panel
Under the Required Documents table, click 'Add New Required Document' button.
Select the applicable Document Types via the dropdown.
- This is the Document Type that must be selected when uploading a Document to the Work Order
- Some examples of Document Type are 'Work Order - Completed', 'Service Report - Compelted' and 'Photo'.
Select which Work Order Types the Required document should appear for.
- Work Orders with the selected Work Order Type will have ths requirement, as long as the Work Order also meets the other settings.
- If multiple Work Order Types are selected, the requirement will be applied to any Work Order with a matching Type.
- Some examples of Work Order Types are 'Quoted Works', 'Preventative Maintenance' or 'Corrective Maintenance'.
Select which Service Types the Required document should appear for.
- Work Orders with all selected Service Types will have this requirement, as long as the Work Order
- Some examples of Service Types are 'Fire', 'Carpentry', 'Electrical'.
Set if the Required Document should be required if Signed Off digitally.
- Where set to On (default), the requirement remains in effect if a Techician performs a digital sign off. If off, the requirement will be removed if a Technician performs a digital sign off.
Click 'Save' on the Required Document pop-up form.
Click 'Save' on the Contract Settings page.
- Any Work Orders created from then onwards that match the Required Document settings will have the Required Document appear.