Approval Process

Approval Process

Assessment status can be easily edited in QC and Approved - i.e., In Progress, to Submitted, to Approved and vice versa.

Approving an Assessment:

Once review is complete:

1. Open QC and Approved.

2. Open a submitted assessment.

3. On the overview page, select Approve.

4. Optionally:\

   • Adjust the Action Timescale Date.\

   • Update reviewed action timescales.\

   • Add a note for the assessment history.

5. Select Approve to confirm.

Un-approving an Assessment:

If an approved assessment requires further changes:

1. Open QC & Approved.

2. Open an approved assessment.

3. On the overview page, select Un-approve Assessment.

4. Enter a reason.

5. Select Un-approve.

The assessment status returns to Submitted. To make any changes to the answers to the assessment, you will also need to un-submit it.

Unsubmitting an Assessment:

If changes are required:

1. Click the QC and Approved tab (bottom of the screen).

2. Open a submitted assessment.

3. On the overview page, select Unsubmit Assessment.

4. Enter a reason for unsubmission.

5. Choose whether to notify the assessor.

6. Select Unsubmit.

The assessment status returns to In Progress.