In this tutorial we will guide you through the steps to approve multiple inspections at once.
1. Go to the Reports Screen
First navigate to the report screen where you can view all the inspections.
2. Search for Inspections to Approve
Use the filters available on the report screen to search for the inspections you want to approve?
3. Notifications
Approving several inspections at once will trigger multiple notifications based on the process configuration.
4. Access More Actions
On the toolbar click on the more actions button.
5. Select Approve All
From the drop-down menu select approval
6. Review Informational Message
Before the approvals proceed and information will appear this message will show the number of unapproved inspections that will be part of this approval.
7. Handle Incomplete Inspections
The inspections that cannot be approved due to missing data will remain in their current status.
8. Batch Inspection Approval
Batch inspections will be approved along with all other inspections within the batch.
9. Approve eligible Inspections
When you are ready click approve.
10. View Updated Report
As a result the report will show the inspections that have been approved with their updated statuses.
Easy, it's the Clarifresh way.