Editing a Job using "Admin Edit", you can simply select which App Team Member that will perform the edits on the app while retaining the option to keep the existing signature.

Admin Edit will avoid the need to reschedule or attach any documents which would be the case with a Reassigned Job. Admin Edits are made via the mobile app as that is what the form data was captured upon.

If you need to Admin Edit a Job, navigate to the Pending Grid and on the Job select Action > Admin Edit.

A pop up will appear allowing you to select the team member you wish to edit the Job.

  • By default, the Admin Edit will store the signature recorded at the point of initial Job completion. You can override this by moving the toggle to No. 

  • You can also leave updated Job notes. 

  • When done, select Submit.

  • The Job will now be assigned to the specified Team Member for Admin Edit and for syncing to the Klipboard mobile app. The normal process applies i.e. app team member syncs to the mobile app, completes Job and syncs back up to the Web Dashboard.

  • Once synced back to the web dashboard it will appear in Pending, you can update the Team Member Assigned back to the original Team Member who completed the job by clicking Actions > Change Team Member.

  • Then click Actions > Regenerate PDF so as the Team Member name gets updated on the PDF output.

Did this answer your question?