View completed tasks

Use this article to find completed jobs from a visit, a Location’s job history, or an Asset. You can also open completed visits that are waiting for review.

View completed jobs from a visit

Open a completed visit to see its jobs and the information recorded for each one.

1. Open the Location’s Visits tab.
2. Find the visit by date and open it.
3. Select a job from the visit’s job list.
4. Open the job’s Actions tab to view recorded readings, their units and any field photos.
5. Open the Info tab to view the status badge, work location, due date, completion window or coverage period, completion date and time, assignees, notes and cases.

Finished job data is read-only on the Location’s tabs. There is no separate reviewed status; the job keeps the status it had when it finished.

View completed jobs from a Location’s job history

1. Open the Location’s Jobs tab.
2. Switch from Upcoming to History.
3. Find the relevant day.
4. Expand the activity row and open the job.

Completed jobs do not appear in Upcoming. When you open a job from Jobs, the panel shows No assignees and does not show a Coverage period. Open the job from its visit on the Visits tab to see those details.

View completed jobs for an Asset

Use an Asset’s job list when you are already viewing that Asset.

1. Open Locations.
2. Open a Location and select a floor of the Structure to open its floor plan.
3. Select the Asset.
4. Open the Asset’s Jobs (count) tab.
5. Expand Historic.
6. Select a job to open the same job screen available from the visit list.

Historic contains completed, skipped, cancelled and other closed jobs. The section starts collapsed.

Find completed jobs with filters

Use filters to narrow a large job list.

1. Open a job list and select the filter icon.
2. In Filters, select Completed under Status.
3. Select Apply.

Select the search icon and enter a job name in Search jobs... to find a specific job. Select Clear all to remove every filter.

Find completed visits waiting for review

Completed visits that still need review appear in the cross-Location worklist.

1. Open Actions from the user menu.
2. Select the Visits for review counter.
3. Select View visit for a visit.

The review workspace shows the visit overview, job counts by Area or Structure, the worker’s note, signatures and the report preview. Open a group to view Jobs done, then use List view or Floorplan view to select a job.

The worklist only includes visits in the selected Date period under Filters. The default period is Last 30 days. Visits last updated earlier remain hidden until you select a longer period.

Access and status notes

• Engineers, Inspectors and Viewers see only visits and jobs assigned to them on the Location’s tabs, unless they share the visit. A Manager or above can review other work.
• Inside a visit assigned to you, every job appears, including jobs assigned to another colleague.
• The Visits for review page and review workspace require job-view rights, held from Viewer level upwards.
• A skipped job cannot be changed to Done. Schedule a new job instead.