Attention: To create the Measurement, there must be at least one item classified as a service.
Navigate to My To-Dos > SES > select the desired order.
Important: Service Measurements will always be taken on orders with an Approved – Accepted status.
Check the Reference Documents panel and click on the Measurements tab > Create SES;
On the New Measurements page in the General panel, fill in the fields such as Title and Responsible User.
The user will be responsible for validating the measurements, and may be the contract manager or supervisor;
In the Measurements Period panel, add the period that your Measurements covers.
- In the Items panel, select a group of items for your Measurements. You will be able to choose specific items within the selected item group.
When complete, click Save and view the order items to Measurements.
Remark: This field is editable only when the Measurements is in Composition or Returned status. To exclude items from SES, click the box to the left of the order and click Exclude.
In the Qty column. Measure, enter information about the Measured service. Then go to Final Measurements and select:
- Yes, to confirm this Measurements as a Final Measurements;
- No, if you want to define this Measurements as Final Measurements.
Remark: After this action, the order will not accept new Measurements.
Use the Attachments and Comments panels to add additional data to the Measurements.
If you want to change the visibility of the attachment and the comment, click on the combo to set whether it will be Public or Private.
In the “Monitoring” panel, the measurement status changes and the users responsible for the changes will be logged.
At the end of the operation, click on Save to save the changes to the mediation, or on Send to submit your measurement.