Skip to content

See the steps the sender reported

Who can do this

Owners, admins, billing managers and auditors of the organisation that received the delivery. Every plan.

Open in GISweaver

See the steps the sender of a delivery reported as done on their project checklist.

  1. Open Deliveries and select the delivery on the Received tab.

  2. Find Steps reported by \<organisation>, where the sender's name is shown. The section lists the steps the sender marked for you.

    Steps reported by the sender as the client reads them: only the steps shown to the client, each marked Required or not, with its kind (Check or Approval), Done or Checked with its date or Open, a line counting how many are done, no names, and the line saying a tick is the sender's declaration, not a certificate of accuracy.Steps reported by the sender as the client reads them: only the steps shown to the client, each marked Required or not, with its kind (Check or Approval), Done or Checked with its date or Open, a line counting how many are done, no names, and the line saying a tick is the sender's declaration, not a certificate of accuracy. Dark theme.

  3. Read the line under the heading, such as 3 of 6 done · 2 required open when delivered, then the steps. Each step shows whether it is Required, its kind (Check or Approval), and Done or Checked with a date, or Open. No names are shown.

  4. Read the line under the steps: A tick is the sender's declaration, not a certificate of accuracy.

What happens next

The download carries the same steps as a spreadsheet, so the record stays with the files.

If something goes wrong

  • There is no such section. The sender marked no step for you, or the project had no checklist.
  • Sender organisation closed in place of a name. The sender's organisation was closed; the record stays.

Next: Open a delivery another organisation sent you