Review service closure and manager handover
Reconcile pending work and paper before ending service or handing it to another manager.
Approved preview
These instructions are for users with approved preview access. Reading them does not enable a workspace or open public signup. Check each guide for current limits.
Where: Table → Service → close review and Saved service handoff
- Review current preparation and latest paper outcomes. Use Refresh close review when another employee has changed work. Compare the screen with actual dishes and paper.
- Download handoff checklist if you need a text snapshot. Share it through your approved internal process. Downloading does not send a notification or save the receiver's acceptance.
- For a saved manager handover, choose a different Receiving owner or admin under Saved service handoff. Add a factual note and Offer handoff. Share the service link yourself.
- The intended receiver signs in, compares the saved snapshot with current work, records exceptions, confirms the review and chooses Accept handoff. The sender cannot accept for them.
- Changed preparation, paper, routing or service state requires a refreshed review and a new offer. Follow-up exception notes preserve later observations without rewriting the original receipt.
- To stop preparation, select I reviewed this handoff snapshot and End service after reviewing the current close information. A changed snapshot refuses closure; refresh and review again. For an unknown result, use Retry same service request or inspect saved service status after reload.
Before you continue
Handoff acceptance records communication. It does not finish dishes, certify paper, settle payment or end service. Keep service open while the receiving team continues preparation. A review above 1,000 tickets reports incomplete totals and disables complete close/download actions; ask support to reconcile rather than treating the visible rows as the whole service.