Finishing a Job

Now that all employees have completed their alloted tasks according to the workflow steps and ensured the quality of the data, the job is ready for completion after final review by Ron.

To finish a job, you can do this in two different places in the module: Use the Complete buttons in the job overview toolbar or Finish or Complete in the open data sheet to finish and archive a job and remove it from the list of jobs to be processed. It makes no difference which option you choose.

The prerequisite is that you are the creator of the job or have appropriate permissions in your role in the Jobs. If the Complete button is missing in the job overview, you cannot finish jobs.

Note

This action does not permanently delete the job. Completed jobs disappear from the view with the tasks to be done. The job remains archived for future reference.

Example

Ron opens the data sheet of the job and clicks on the Completebutton in the last workflow in the upper left corner. He enters a comment, presses Save to complete the job, which flags it as finished. A finished gets out of the view of all participants. If you have the necessary permissions, you can find it under the All Finished Jobsfilter.

Note

You can only select one job at a time to Finish. In case of a multi-select, the Complete button remains disabled to prevent operating errors.

  1. Open the job overview > Jobs > Search and filter by the job.

  2. Select the entry.

  3. In the button bar above the job overview, click on Complete.

    This opens a new dialog box entitled Finish Jobs.



  1. Optional: Enter a comment if required.

  2. Click on Save.

The job disappears from the current job list and the job status is set to finished. The creator can still find it under My Finished Jobs. Other users with appropriate permissions can check under All Finished Jobs.

  1. Select the entry in the overview and open the job.

    In the open data sheet, the Complete button is displayed in the last workflow step.

  2. In the upper area of the data sheet, click on Complete.

    This opens a dialog box entitled Finish Jobs.

  3. Optional: Enter a comment if required.

  4. Click on Save.

The job disappears from the current filter list and the job status is set to finished. The creator can still find it in the filter heading My Finished Jobs. Other users with appropriate permissions can check under All Finished Jobs.