My Sign-Off Requests – (Homepage Panel)
A practitioner can see an overview of all their Countersignature requests via the My Sign Off Requests panel on the homepage. Selecting a hyperlink within this panel presents the My Sign Off Requests page, listing the requests for the logged on user according to their status:
- Changes needed and sign-off to be requested again.
- Requests where a Manager/Senior Practitioner has opted to request changes rather than signing off the stage and;
- Requests where a stage has been requested for countersignature, but further changes have been made since the request was made.
- In both of the above scenarios, the request for sign off will need to be resubmitted once changes are completed.
- Awaiting sign-off
- Requests where no further changes have been made by the practitioner since the request for sign off and further action is required by a Manager or Senior Practitioner.
- Signed-off
- Requests that have been successfully sign off.
- For each Status, the following information is displayed:
- Date and time of the request.
- Name of the person selected to sign off the request.
- Client name.
- AssetPlus Stage Type the request relates to.
- Section(s) requested for sign-off.
- Current Status of the request.
- Action column containing the following buttons:
- View Stage: Click to navigate directly to the relevant AssetPlus stage summary screen.
- Notes: Click to view and/or add to the free text notes recorded by the person who requested sign off and anyone with sign off permissions who has added to the notes.
Related topics:
Action Countersignature Requests