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Approvals

Let managers review inspections and work orders before they are final.

Inspections

Turn on Requires approval for a checklist. Completed inspections then wait in More → Manage → Approvals. A manager, for example the quality manager or nursing superintendent, opens each one and chooses:

  • Approve: the inspection is final.
  • Send back: it returns to the inspector for correction.

Work orders

The same screen lists work orders awaiting approval. A completed work order needs approval when its cost reaches the threshold set in Settings → Require approval at cost ≥, or when it has critical priority and Always require approval for critical is on. See Company settings.

Approver name, time and note are kept on the record and shown on the PDF.

Still stuck? Ask your administrator, or browse the help center.