Using Approvals
Any images displayed are representative only and may differ depending on the version being used.
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.
Clarinspect can enable this feature for you.
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.
Click to select approvers from given list
Click save.
If you add staff in the role of 'User' and then 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 Work Package filter shows those Work Packages that use the assessment templates the current user can approve. The inspection type drop down shows those types the current user can approve.
Tick the boxes next to the inspections you want to approve
Then click the approve button.
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.
Related Articles
Using the Review System
With Clarinspect you have the ability to review inspections once they are complete. This can support your QA processes and also help you guide your staff and ensure a consistent quality of work is produced. Reviewing an inspection allows you to check ...Using SmartFills on the Hub
Overview SmartFills are a way of pre-setting a set of fields on the inspection / installation record. Initially there may only be a few types of SmartFill available, and as you need different ranges of fields we can add further types. SmartFills are ...Using a Master Work Package
Clients are encouraged to make a ‘master’ template work package which has all their desired settings, common data, list edits etc. This can then be duplicated each time they create a new work package, to avoid repeating this process. This will save ...Using Work Package Summary Reports
Overview Any images displayed are representative only and may differ depending on the version being used. Work Package Summary Reports are intended to produce a report for a collection of inspections in a Work Package. You could use these reports to ...Removing Data Using a Bulk Edit File
Any images displayed are representative only and may differ depending on the version being used. Removing Data using a Bulk Edit File To remove a field from your inspection, you need to delete the value from your spreadsheet before loading. There is ...