Completing Orders

When the work on an order is finished, mark the order complete.

Before Completing

Before marking an order complete, ensure:

  1. All documents processed - Nothing is left in the Processing section of the Documents tab
  2. All reviews cleared - No document is still waiting on split, classification, extraction, or validation review
  3. Documents correctly filed - Anything that does not belong to the order has been excluded

Marking Complete

To complete an order:

  1. Open the Order Detail page
  2. Click the Mark Complete button on the right of the reference strip
  3. The Mark Order Complete? dialog appears, warning that the order will be locked
  4. Click Mark Complete in the dialog to confirm

The button is enabled only when the order is In Progress and the system is not mid-processing. When it is disabled, hovering it explains why — see Order Status.

After Completion

Once completed:

  • The order status changes to Complete
  • The order becomes read-only
  • No further changes can be made to the documents
  • The order remains visible in the dashboard with its completed status

Completed Order Access

You can still:

  • View order details
  • View documents
  • Export the order, and print the Exam Documents list

You cannot:

  • Upload new documents
  • Edit extracted data
  • Change order information

Reopening Orders

If you need to make changes to a completed order, use the Help & Feedback link to request assistance. Completed orders are locked so that a finished order stays a faithful record of what was decided.