Customer Approval Form Details Job Completed Email Name Required Data Type Description This e-mail is sent from the creator of the Job Sheet. It is delivered to the Account Actual Hours Yes Decimal The actual hours spent on this job. owner but is only delivered to the Case owner if this Job Sheet has a Case. A Engineer No Text A entry of notes related to this job. sample e-mail is shown below. Notes Customer Yes Text The name of the customer approving this job. Name Dear Mikey, Customer Yes Image A digital drawing of the customer signature. Signature This can be provided via touch input or using Job Sheet JS:10 has been completed on 7/22/2016. Further details can be found below. a mouse. If a mistake is made, then the Clear Account Name: Business Consultants Signature button can reset the field. Contact Name: Mikey Smith Confirmation Yes Checkbox This checkbox confirms that the customer is Contact Main Phone: 0202 777777 Checkbox satisfied with the job. Account Address: Street 1 Job Sheet Completion Notifications Street 2 Street 3 Following submission of the customer approval form, a series of notification City events take place. The goal of this process is to inform relevant users and teams State/Province about the completion of this job sheet. This means that the right people have the Zip/Postal Code Country/Region information they need to proceed. Notifications are provided in the form of tasks and emails. Type: On Premise Chargeable: Chargeable Job Sheet Completed Task Work Instructions: Go to the 3rd floor, ask for Mikey and repair the VoIP telephone system. This is assigned to the Account owner but is only assigned to the Case owner if Kind Regards, this Job Sheet has a Case. John Smith
Customer Approval Form Details Name Required Data Type Description Actual Hours Yes Decimal The actual hours spent on this job. Engineer Notes No Text A entry of notes related to this job. Customer Name Yes Text The name of the customer approving this job. Customer Signature Yes Image A digital drawing of the customer signature. This can be provided via touch input or using a mouse. If a mistake is made, then the Clear Signature button can reset the field. Confirmation Checkbox Yes Checkbox This checkbox confirms that the customer is satisfied with the job. Job Sheet Completion Notifications Following submission of the customer approval form, a series of notification events take place. The goal of this process is to inform relevant users and teams about the completion of this job sheet. This means that the right people have the information they need to proceed. Notifications are provided in the form of tasks and emails. Job Sheet Completed Task This is assigned to the Account owner but is only assigned to the Case owner if this Job Sheet has a Case. Job Completed Email This e-mail is sent from the creator of the Job Sheet. It is delivered to the Account owner but is only delivered to the Case owner if this Job Sheet has a Case. A sample e-mail is shown below. Dear Mikey, Job Sheet JS:10 has been completed on 7/22/2016. Further details can be found below. Account Name: Business Consultants Contact Name: Mikey Smith Contact Main Phone: 0202 777777 Account Address: Street 1 Street 2 Street 3 City State/Province Zip/Postal Code Country/Region Type: On Premise Chargeable: Chargeable Work Instructions: Go to the 3rd floor, ask for Mikey and repair the VoIP telephone system. Kind Regards, John Smith
monkey-sign-user-guide-10.docx