Control point handling

How control points appear, expire, and are signed.

Control points remind users about recurring tasks.

An administrator configures each control point with:

• title and description

• first due date/time

• repeat period

• optional end date

Control points on the Dashboard

When a control point becomes due, it appears on the Dashboard.

It shows a frequency label (for example, Weekly) and a due time.

Active control points on the Dashboard

Key terms

• Expiration time: the next deadline calculated from the start time and repeat period.

• Active: the control point is currently due and visible.

• Signed: a user has confirmed the task is done.

Lifecycle

1

Not active (already signed)

If the control point was signed before its expiration time, it is not active.

It is not shown on the Dashboard.

2

Becomes active (due)

When the expiration time is reached, the control point becomes active.

It appears on the Dashboard.

The next expiration time is shown as the new deadline.

3

Sign the control point

After completing the task, sign the control point.

• Click the Sign action to open the signing form.

• Add an optional comment.

• Sign the action.

Sign a control point

Signing is recorded in the logbook as Control Point Signed.

See Logbook tab.

4

Accumulate expired checks (optional)

If Accumulate expired checks is enabled and a control point is overdue, the UI shows the number of expired checks.

Expired checks counter

Click the button to sign the expired checks.

5

Automatic expiry signing

If a control point is not signed before its expiration time, the system signs it automatically.

The logbook records Control Point Expired.

After automatic signing, the control point can immediately appear again with the next expiration time.

Control point after automatic expiry

Control points in the object view

Open an object and select the Control points tab.

Control points tab

Control point open

Control point signed

• Open / Signed shows the control point state.

• Use the Sign icon to sign.

• Use History to see past signings.

• Use Details to see configuration and description.

See also: Control points tab.