Completing and closing jobs

As work progresses, Supervisors and Standard users can move a job through its normal workflow until it reaches Complete .

As work progresses, Supervisors and Standard users can move a job through its normal workflow until it reaches Complete.

At that point, the job passes into the office review process.

Only an Admin can move a job beyond Complete.

The remaining workflow is:

Check that the time recorded against the job is complete and correct before approving the labour.

Check that materials, purchase orders and charges have been recorded correctly.

Once both reviews are complete, the job is ready for the invoicing process.

Rather than deleting completed work, move it through the appropriate statuses so the full history remains available in Brisk.