Complete a checklist, skip steps, and raise actions

Quick answer: Open the job and work through each step card from top to bottom, ticking checkboxes or entering the response each step asks for. Steps marked with an asterisk are required. Optional steps can be skipped with Skip step. If something needs follow-up, select Raise action on that step so your manager can see where it came from. When you're done, select Submit job and confirm. Once submitted, the job is locked.

Complete a step

1. Open the job you need to complete.

2. Work through each step card in order.

3. For checklist steps, tick the checkbox to mark the step complete.

4. For other steps, enter the response it asks for, such as text, a number, a photo, or a signature.

Required steps are marked with an asterisk (*). You need to complete these before you can submit the job.

Skip a step

You can only skip steps that aren't required.

1. Find the step you want to skip.

2. Select Skip step. On a phone, this may show as Skip.

The step turns grey and its answer area is hidden.

To bring it back, select Unskip step (or Unskip on a phone). If a step already has an answer, clear the answer before you can skip it.

Raise an action from a step

If something needs follow-up, raise an action from the step where you found it. The action is linked to the location, job, and step automatically, so your manager can see exactly where it came from.

1. Find the step that needs follow-up and select Raise action. If actions already exist for that step, select the actions button to view them or raise another.

2. If your workplace uses action templates, choose one or select a blank action.

3. Enter a short, clear title.

4. Add more context in Describe what needs to be done, and attach photos or files if they help.

5. Choose the priority, due date, and who it's assigned to.

6. Complete any required custom fields.

7. Select Raise action.

Every action needs a title and at least one assignee.

Submit the job

1. Check all required steps are complete.

2. Make sure nothing is still saving or uploading, and no photo checks are still running.

3. Select Submit job and confirm.

Once submitted, the job is locked and can't be edited unless a manager unsubmits it.

If some steps are still incomplete

If the job allows it, you'll see a Submit incomplete job message with three options:

If Submit job is greyed out

Check the message shown on the job, then work through the likely cause below.