All documents submitted by contractors or workers must be approved in order to demonstrate due diligence.
Left menu: [Module] ⇒ Top sub-menu: Approvals
- Click on the blue Paper Clip icon to see the attachment.
- Click the green Check icon to approve the document or the red X icon to reject it and confirm.
- When you reject a document, a text window will open where you can add the reason why and/or details of what you are seeking.
- Once a note added, it will be automatically be sent to the contractor/worker and it can be accessed by clicking the note icon now blue (instead of grey when empty).
- The contractor/worker will be able to add information to your note which you will be able to read by clicking the blue note icon blue (instead of grey when empty).
Once a required document has been approve or rejected, it is taken off the Approval list and its compliance status is adjusted accordingly (green if approved / red if rejected).
- A rejected document will reintegrate the Approval list once it is submitted again.