Using Approvals

Using Approvals

Using Approvals

Once an inspection is approved it is uneditable. This stops data changing if it is going to be delivered to a client or an external database. 

Using Approvals

Clarinspect can enable this feature for you. When they do, a new menu item appears in the Hub menu.


This also enables an Approvers list on the Assessment templates in the library.


Before you can use this feature though you need to tell the system which inspection types need the approval step to be available.


Specifying what can be approved

Go to the Library, and click on the Inspection type.
Click on Settings, and you will see 'Approvers' is now available.
Click in this field to select from Users and Organisation Administrators. Note that staff in the role of 'Assessor' cannot be added as approvers as they cannot see others work.
If you add staff in the role of 'User' and later downgrade them to 'Assessor' then they will not be able to approve anything - as they are now in an 'Assessor' role.

The Approval List

The Approval List shows all inspections that the current user can approve. The current user can approve inspections that were created using inspection types where the current user is an approver.


The Workpackage filter shows those Workpackages that use the assessment templates the current user can approve. The inspection type drop down shows those types the current user can approve.



This indicates the inspections is pending approval.



This indicates an approved inspection - you may see this on inspections in a Workpackage.


Tick the boxes next to the inspections you want to approve (1), then click the approve button (2).

Tick the box at the top of the list to select all inspections visible on the screen.

Approving from an Inspection

If the user is an Approver, then when they click on a 'Finished - Pending Approval' Inspection they will see an 'Approve' button. The user can also click on the inspection name from the Approval list.


Unapproving an inspection

An approved inspection cannot currently be edited. If you want to edit an inspection once it has been approved, please ask Clarinspect to unlock it.

  • If the data is going to an external database, then be careful

    • Check the impact of changing data that has already been delivered

  • If the data is going to a Clarinspect linked spreadsheet:

    • There is no impact, the data once saved and approved will be re-read. 

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