GM Weekly Sign-Off Reports

GM Weekly Sign-Off

Overview:

The GM Sign-Off feature is a structured review and approval step for the Daily Flash Report. It enables the General Manager (GM) to verify and validate daily revenue and performance data before the report is finalized ensuring accuracy, accountability, and transparency.

Table of Contents:

1. How to Enable GM Weekly Sign-Off

2. Roles and Permissions

3. How to choose Weekly Calendar

4. How to add Receipents

5. How to add Comments

6. Mark the Save or Sign-Off

A. How to Enable GM Weekly Sign-Off (Weekly Commentary)

To enable GM Weekly Sign-Off / Weekly Commentary, follow the steps below:

Step 1: Log in to your Docyt account using your credentials.

Step 2: Open Business Employees

1. Navigate to the Modules section.

2. Go to Business → General Settings → Business Employees.

Step 3: Assign Weekly Commentary Role

1. Select the employee for whom you want to enable Weekly Commentary access.

2. On the right-hand panel, open Roles and Permissions.

3. Scroll down to the Permissions section.

4. Locate Weekly Commentary.

5. From the dropdown, select General Manager.

Once enabled, the Weekly Commentary module will become available for the selected user.

Step 4: To Access Weekly Commentary

Navigate to: Business → Open Items → Weekly Commentary

B. Roles Required to Access Weekly Commentary

To access the Weekly Commentary feature, the user must have both of the following roles assigned:

• Business Reports: Viewer, Admin, or Restricted Viewer

• Revenue Center: Auditor or Admin

Without these roles, Weekly Commentary will not be accessible even if the GM role is selected.

C. How to choose Weekly Calendar:

1. Go to the top-right corner and click on the Date field to select a week.

2. Selecting any date automatically maps to its corresponding Saturday–Friday week

D. How to Add Recipients:

• The Manage Recipients option allows you to control who receives the Weekly Commentary email after sign-off.

• Go to the top-right corner of the Weekly Commentary page.

• Click 'Manage Recipients'.

  
• Use the @ symbol to select recipient names from the list.

E. How to Add Comments:

1. At the bottom of Weekly Commentary box you will find a comments section.

2. This Allows GMs to add qualitative insights and reviews.

   

F. Save & Sign-Off Actions:

Save for Later:

1. Saves PF values and comments without locking the report

2. Data can be edited again when revisiting the same week

Sign Off:

1. Once you select Sign Off it finalizes the report and locks it from further edits

2. A confirmation pop-up appears before completing the process. Click on Confirm.

1. The signed-off report is sent via email to the selected recipients.

2. A permanent snapshot is preserved for auditing and future reference.

3. The report status is updated to Signed Off.