How can you review completed checklists of jobs or review audit trails for completed jobs?

How can you review completed checklists of jobs or review audit trails for completed jobs?

To access the completed checklists for each service or the audit log you go to the client by clicking their name under the client view, then click on the client summary, scroll down to see the services and checklists for each service, click on the small blue arrow to next to Active Services to expand the section and the checklists, notes and audit log are there under each service

 

Locate desired client and then Summary

 

Expand the required Service with the blue chevron

 

Once expanded, you can see the Checklist as required - you can also see whether it is completed or in progress. 

 


You'll also note that this is where you find you AUDIT TRAIL

    • Related Articles

    • Workflows, Phases and Checklists

      In this deep dive we take a look at how services, phases and checklists work in Client Engager. These are the key steps in workflows and in this video we show you how to use each section and give you examples of how to use them. Workflows We know how ...
    • Viewing deadlines / jobs in Engager

      We never want you to miss a deadline or Job as we call them, we want you to be working months ahead of any statutory deadline / job, so let us help you bullet-proof your practice, by mastering deadlines / jobs. We’re big fans of the Kanban view, ...
    • How can I 'uncomplete' a job I have already completed?

      To undo a job that you have already completed, head on over to the in question, Summary (Step 9) find the relevant Service Make sure you select the Blue Arrow to Expand, then scroll down to the select ‘Audit Trail’ You’ll then see a full audit log of ...
    • Tasks - how they behave and how can I find old / completed tasks

      Tasks in Engager are great - they're your 'to do' your 'reminders'. Tasks can repeat, they can be assigned to other team members, they can link to emails - they're magical Once a task has been completed and hasn't been set to 'repeat', then the task ...
    • Master your Deadlines with Job Cards and Jobs

      We never want you to miss a deadline, we want you to be working months ahead of any statutory deadline, so let us help you bullet-proof your practice, by mastering deadlines or JOBS as we refer to them. We’re big fans of the Kanban view, versus the ...