Setting a Job to Completed Operations

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Setting a Job to Completed Operations

 

Greenlight CM™ allows you to set jobs to a Completed Operations status and the system will still track any desired insurance policies for a specified number of years.

This allows users to organize and keep track of their job statuses and vendor compliance for completed jobs.

 

1.From the ribbon toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.In the left navigation bar, click on a job.
 
The following screen displays:
 
GreenlightJobmainscreen-mh
 

4.Locate the Status field.

5.From the Status field dropdown, select Completed Operations.
 
GreenlightJobmainscreenInfotabStatusfielddropdownCompletedOperations-mh
 

6.Click Save, GreenlightSavebutton-mh.

7.Click here for details on setting completed operations and tracking dates.