How do I sign off my Job Plan?
Congratulations! You’ve worked through all the sections on the left, entering all the information needed in every one. You’re now ready to submit your Job Plan for sign off!
Click the green “Sign and submit” button at at the bottom left of your job plan; you should now see a message saying “Job Plan submitted for sign off”
This means you’ve answered all the mandatory questions within your Job Plan and it’s been sent off to to the subsequent signatories to sign off. They will be notified by email automatically once this has been submitted.
Please note, this does not mean the Job Plan is marked as complete. All signatories need to sign off before it shows as completed; as a result of this, you may still receive reminders from your organisation if your Job Plan is past it’s due date. This would still show as overdue on your dashboard in this circumstance, and would only change once signed off by all signatories.
This generally means there’s something missing from the Job Plan that your organisation requires before it will accept the submission. Helpfully, the error message will tell you what’s missing; it may be there are signatories missing, or that you’ve not completed a mandatory field in one of the other sections of the Job Plan. Once all the required information is included, you will be able to submit for sign off.
If the Job Plan has been successfully submitted for sign off but this is still the case, this will very likely mean there’s an error in their email address added in the Signatories section. Double check with the signatory that their email address listed in this section is exactly the same as the email address assigned to their SARD account; if an organisational email address other than the one assigned to their account has been entered, they won’t be able to sign off through their account unless this is changed, and the Job Plan would instead need to be accessed through the guest access in the notification email they've received.
Click the green “Sign and submit” button at at the bottom left of your job plan; you should now see a message saying “Job Plan submitted for sign off”
This means you’ve answered all the mandatory questions within your Job Plan and it’s been sent off to to the subsequent signatories to sign off. They will be notified by email automatically once this has been submitted.
Please note, this does not mean the Job Plan is marked as complete. All signatories need to sign off before it shows as completed; as a result of this, you may still receive reminders from your organisation if your Job Plan is past it’s due date. This would still show as overdue on your dashboard in this circumstance, and would only change once signed off by all signatories.
When I try to sign and submit I’m getting an error message
This generally means there’s something missing from the Job Plan that your organisation requires before it will accept the submission. Helpfully, the error message will tell you what’s missing; it may be there are signatories missing, or that you’ve not completed a mandatory field in one of the other sections of the Job Plan. Once all the required information is included, you will be able to submit for sign off.
My signatories aren’t seeing an option to sign off in their SARD account.
If the Job Plan has been successfully submitted for sign off but this is still the case, this will very likely mean there’s an error in their email address added in the Signatories section. Double check with the signatory that their email address listed in this section is exactly the same as the email address assigned to their SARD account; if an organisational email address other than the one assigned to their account has been entered, they won’t be able to sign off through their account unless this is changed, and the Job Plan would instead need to be accessed through the guest access in the notification email they've received.
Updated on: 25/10/2024
Thank you!