Status Reports

Create a Status Reports

From time to time, a situation may arise that makes it impossible to complete an order by the assigned due date. In these situations, a Status Report A short update that gives the status on why an order has not yet been completed. can be sent to Safeguard to keep everyone apprised of the situation and the time frame in which the order will be completed.

 

  1. Scroll to the {Create Status Report} section of the Order Details page.

     

  2. Choose the reason for the status report by clicking the drop down box and selecting the appropriate reason.

     

  3. The {Status Report Text} field will appear. Type in additional details regarding the status report including when the work is expected to be completed.

     

  4. Click the Create Status Report button to submit your status report to Safeguard.

 

Status reports are not to be used to send bids, eyeball estimates, etc. Status reports are only to be used to send general information regarding the status of an open work order.  

 

Related Topics

 

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