Mark a sheet complete
Lock a sheet for editing once the customer has signed off on its decisions.
Marking a sheet complete records that the customer has signed off on its decisions. After completion, every edit to the sheet (or its items) requires a change reason, so the workspace can keep an honest paper trail.
When to mark complete
When the customer has approved the sheet's decisions and you want to lock them in. Typically:
- Customer walked the spec sheet and signed off in person or over email.
- The trade has confirmed scope and the order is being placed.
- You're handing off to the next stage (e.g. permits, framing).
Marking complete is one-sheet at a time. To lock the entire project at once, change its status to Finalised instead.
Steps
Open the sheet.
Confirm every required column is filled in. The Mark complete button is disabled until they are.
Click Mark complete in the sheet header.
Confirm the dialog.
What happens
- The sheet shows a Completed badge with the date and the user.
- Every item on the sheet becomes locked, edits trigger the change reason dialog.
- The sheet can still be exported and shared.
- The completion event shows in the audit log.
Editing after completion
You can still edit; you just have to provide a reason for each change. The reason is recorded in the audit log alongside the diff. See change reasons for what to write.
Reopening a completed sheet
If you need to re-enter free-edit mode (lots of changes coming, or the sheet was completed in error), see reopen a sheet.
Project-level vs sheet-level
| Sheet "Mark complete" | Project status = Finalised | |
|---|---|---|
| Scope | Just this sheet | Every sheet in the project |
| Reversal | Reopen the sheet | Change status back to Draft / In review |
| Edits require reason | Yes (this sheet only) | Yes (every sheet) |
| Used when | Per-category sign-off | Whole-project sign-off |