Approvals on Portal (Desktop)

Using the Approval list under Reports, you can review and action all oustanding approvals on the Portal

If you have outstanding items requiring approval, the approvals page in the Portal and the
mobile application are the place to complete them.

The Approvals Page will show you any pending inductions, supplier documents, permits, supplier forms and more all in one page. You can also filter by site, document type, individual user names, dates, and more.

To complete the below steps, you must be given Host permission access to the Portal.

Step 1

On the left sidebar, go to Reports and then Approvals.

Step 2

Here, you can Select Entity Type (i.e., inductions, supplier documents, permits),
Select Approve Status (i.e., pending, approved, rejected), or even search for
specific sites, date periods or users.

Beside the specific document you want to approve, click View Details.

Step 3

You can select Review and approve or reject it, leaving any review comments if required.

 

Extra Note

If you go to View Details and then select Check In Details, you can see the user
information for this worker, check in answers, all inductions they’ve completed
for this site or supplier documents (such as SWMS) they’ve signed off on.