Preview and sign closed work orders from the Customer or Consumer Service Portal

As a customer, you can digitally sign work orders that are closed and in the Closed Complete or Closed Incomplete state to provide confirmation that the work order should be closed.

Before you begin

The Use Document Template to generate PDF Summary configuration must be enabled.

Role required: sn_customerservice.customer and sn_customerservice.consumer

Procedure

1. Log in to the Customer or Consumer Service Portal.
2. Click Support > Work Orders in the portal header to view a list of work orders related to your account.
3. Search for and open the work order that you want to preview and sign from the list that is in the Closed Complete or Closed Incomplete state.
4. Click the Preview and Sign button.
5. From the Work Order form, review the details of actions performed on related work order tasks.
6. Sign the closed work order.
   1. Click Type signature and enter your name.
   2. Click Draw signature and sign your name.
7. Click Accept and Confirm.

Result

The signed PDF summary is generated and attached to the Work Order form. Signatures are attached to the corresponding work order task if there are multiple work order tasks in a work order that are signed.