Inbox

The inbox helps you track records that still need attention.

Tabs

• Action Required shows records that still need work from you
• Sign-Offs Required shows records waiting for approval or completion steps
• Completed shows finished records

Filters

• Use the job field to narrow the list to a single project
• Use the type filter to show only the record type you want to review

Tips

• Reopen an item from the inbox instead of creating the same record again
• If you are a supervisor, extra options may appear for broader record views

Client sign-off modal

• Records that require sign-off can open a client sign modal from the inbox
• The modal now captures the approver name and approver role before the record can be completed
• The available approver roles are Site Manager and Engineer
• A signature can be drawn in the signature pad and submitted with Save
• If the client will not sign, use Client Not Signing instead
• When Client Not Signing is used, comments become required and the record is stored as completed without an approver signature image
• In both paths, the record is marked as completed and the inbox item is moved out of the active sign-off queue