Approval Checkpoints

An approval checkpoint is a specific point in an inspection process that requires formal authorization to proceed. It acts as a "hold point," pausing the process until a designated person reviews the work, verifies it meets specific criteria, and gives official sign-off. This ensures quality standards are met at critical stages before production or a project continues. 

Instructions

Add an Approval Checkpoint to a Checklist

1. Select a checkpoint in System Admin>Checklist Setup.
2. From the edit panel on the right hand side of the screen, find the "Checkpoint Type" field.
3. In the Checkpoint Type Field, select "Approval" as the checkpoint type.

Set the Approvers in User Setup

To set a user as an Approver, go the User Setup and click the Approval Sign Off toggle under Permissions & Roles. This will make the user an Approver in projects where that user has Create permissions.

1. Go to System Admin>User Setup
2. Select the User's name
3. On the edit panel on the right hand side of the screen, scroll down to Permissions & Roles
4. Click the "Approval Sign Off" toggle

Use the Approval Checkpoint in an Inspection

1. The field inspector completes an inspection.
2. When the inspection is ready to be approved, the inspector selects the Approver's Name and clicks the Ready For Review (R4R) checkbox.
3. The Approver will be notified that the inspection is ready for approval. (See below for more info.)
4. The Approver clicks the "Approved" checkpoint and then adds a signature by clicking the pencil icon.

Pending Approval Listing Grid

A Pending Approval Checkpoints listing grid provides clear insight into upcoming and open approvals. Go to Reports>Pending Approvals to access.

Pending Approval Dashboard

An Approval Dashboard offers a detailed breakdown of inspections awaiting approval by project, checklist, inspector, and more.

Set the Approval Notification

1. The selected Approver will see a notification to approve the inspection on the bell notification at the top of the screen.
2. Inspections waiting to be approved are listed in the "Recent Notification" panel on the approver's home page. 
3. The 406IX report can be scheduled to run daily. This will send an email to the selected Approver with a link to the inspection to be approved. This reports runs over night and the approver will receive today's inspections to approve on tomorrow's report.

The Bell Notification & Home Screen:

The 406IX Report