Configure sign-off roles

Sign-off roles are the titles that sign the work record on every work order, such as Lead Technician or Workshop Supervisor. They are your company's own list: rename them to match how your workshop talks, add one for a QA inspector, remove one a small team does not use, and decide which must sign before a job can be finished.

#Before you start

• You need Work Orders: Manage to change the list. Administrators have it.
• Anyone with Work Orders: View can open the list and read it.
• Solmex starts every company with three roles: Lead Technician, Maintenance Engineer and Workshop Supervisor. None of them is required until you say so.

#Open the list

1. In the sidebar, open Work Orders.
2. Click the gear beside + Create Work Order. On a phone, it is in the ⋯ menu.
3. The Work sign-off window opens, listing your roles in the order their boxes appear.

#Add a role

1. Type the name under Add a sign-off role, for example "QA Inspector".
2. Tick Required if this role must sign before a job can be finished.
3. Click Add.

#Change a role

Each role shows how many work records it appears on, or Not used yet.

#Required or optional

If every role is optional, a work order can be finished with no signatures at all.

#Rules worth knowing

• A rename reaches every work record, finished ones included. It corrects the title; the person and their signature stay exactly as they were.
• Removing a role never deletes a signature. Records already signed under it keep the signature and show the role's name. New work orders stop offering it, and it stops being required, so no open job is left unable to finish.
• Typing the name of a removed role restores it rather than creating a second one.
• You can have up to 12 active roles, each with a name of up to 80 characters.

#Troubleshooting