How to Approve an Audit Workflow
simplchek
Last Update vor 3 Monaten
When is this helpful?
The Workflow feature introduces an additional layer for approving an inspection/audit before being sent to the end recipient.
Simplified example 1: Using the Workflow, a senior inspector can review, approve, or reject an inspection done by a junior, all remotely - before the final report is sent to the customer or completed in the system.
Simplified example 2: Using the Workflow, a second person can see the report, add their signature remotely, and complete it.
What is Audit Workflow?
Audit Workflow - The audit workflow feature lets users approve, reject, and sign the audits.
How does the workflow feature work?
Once the Workflow has been enabled, the system will automatically email the report to the approver once the auditor completes it.
The approver can see the report and approve or reject it using the link provided.
Once approved, the report will be sent to the original recipients, and if rejected, an email will be sent to the auditor with additional information from the approver.
The approval can be done with or without a signature from the approver.
When the Workflow has been set up, an email will be sent to the approver as per below:
The approver can review the report from this email and approve or reject it.
Below is the email the approver will receive after the assignee has submitted the action task for approval.
You will notice the approver can approve or Reject that action task.
Both approving and rejecting will have a prompt for adding a comment
When Rejecting - the comment will be mandatory
When Approving - the comment is optional
