Following email notification of Approval being required the item will show in the users task list
Step 1: From Scheduled Visit/Audits screen select the record with the status of Awaiting Approval and select the button to the right side of the record.
Step 2: The options will show View and Approve – select the option required
View – will take the user to just see the Visit/Audit request record
Approve – will take the user to view the Visit/Audit request record with the option to then approve or decline the request
Step 3: After reviewing the information on the request select Save button and then select the appropriate option.
The status of an approved audit/visit will show as In Progress
The status of a rejected audit/visit will show as Approval Declined
Notification about the approval or rejection will be sent to the user that created the audit/visit
If the audit/visit has been approved it can be shared with the supplier, for their agreement, as per the usual process.