Approval Process
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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:
Open QC and Approved.
Open a submitted assessment.
On the overview page, select Approve.
Optionally:\
Adjust the Action Timescale Date.\
Update reviewed action timescales.\
Add a note for the assessment history.
Select Approve to confirm.
Un-approving an Assessment:
If an approved assessment requires further changes:
Open QC & Approved.
Open an approved assessment.
On the overview page, select Un-approve Assessment.
Enter a reason.
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:
Click the QC and Approved tab (bottom of the screen).
Open a submitted assessment.
On the overview page, select Unsubmit Assessment.
Enter a reason for unsubmission.
Choose whether to notify the assessor.
Select Unsubmit.
The assessment status returns to In Progress.
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