Introduction
Close Period is when the outlet has finished entering all their data, for the week and want to lock it down so no alterations can be made.
Assumptions
The gatekeeper has set close period questions
Where to find this
Company > Close Period
Step-by-Step guide
- Check, all your relevant information has been entered correctly and complies with your company book off rules.
- Click on Company and then on Close Period.
- You will seee a set of three red buttons, each button represents a module, so if you are not using a moudule, you will not need to close this section down, Click on the red button.
- Depending on the company set, you may have a series of questions to answer before you can book off, if you do answer the question using the drop down box to state Yes or No and then enter any coments.
- Click close week, this will turn the button to green to say you have closed the week, repeat this for all modules as neccessary.
- You can see that next to the button is a small i, if you click this you can see the information on who closed the week.