> For the complete documentation index, see [llms.txt](https://docs.riskbase.uk/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.riskbase.uk/quality-control-and-approval/qc-and-approval.md).

# QC and Approval

QC & Approved is the area of RiskBase used to manage the quality control lifecycle of assessments. It supports proofreading, validation, status tracking, and formal approval of submitted assessments before they are finalised.

This area is intended for administrators and validators who are responsible for ensuring assessments meet organisational and compliance standards.

**Where**

QC & Approved is accessed from the **Assessments** area of the RiskBase application. Visibility of assessments within this section is controlled by organisational QC permissions assigned to the user.

Only users with QC access enabled can view and act on assessments in this area.

**Why**

QC & Approved ensures that assessments are independently reviewed and authorised before approval. This supports governance, consistency, and accountability by ensuring that only validated assessments progress to an approved state.

Controlled visibility ensures that users only see assessments produced by organisations for which they have explicit QC responsibility.

**How**

## **Accessing QC & Approved**

1. Open the RiskBase application.
2. Select **Assessments**.
3. Ensure the **Assessment QC** feature is enabled for the user account.\
   \*If the Assessments tab is not visible, QC access has not been enabled.\*

**Understanding Assessment Visibility**

Assessment visibility in QC & Approved is based on organisational QC access.

* Users see assessments **produced by organisations** where QC access is enabled.
* Users do **not** see assessments produced by organisations where QC access is not enabled, even if they are otherwise associated with that organisation.

*Example*:

* A validator is linked to **Fire Fit Consultancy** and **Fox Residential**.
* QC access is enabled for **Fire Fit Consultancy** only.
* The validator will see:
  * All assessments produced by **Fire Fit Consultancy**.
* The validator will not see:
  * Assessments produced by internal staff at **Fox Residential**.

**Viewing Assessments Awaiting QC**

1. Open **Assessments**.
2. Select **Statuses: All**.
3. Choose **Submitted** to view assessments awaiting quality control.

**Filtering and Searching Assessments**

Filters can be used to manage assessment lists:

* **For:** Filter by the organisation the assessment was produced *for*.
* **By:** Filter by the organisation the assessment was produced *by*.
* **Search:** Use keywords such as assessment type, asset address, or assessor name.
* \**Order By:\**
  * Assessed Date (Newest or Oldest)
  * Approved Date (Newest or Oldest)

*Filter selections are retained for future sessions.*

**Reviewing an Assessment**

1. Select a submitted assessment from the list.
2. Review all sections of the assessment.
3. Confirm accuracy, completeness, and compliance.

*Assessments in QC are read-only. Changes require the assessment to be unsubmitted.*

**Unsubmitting an Assessment**

If changes are required:

1. Open the assessment.
2. Go to **Overview**.
3. Select **Unsubmit Assessment**.
4. Enter a reason for unsubmission.
5. Choose whether to notify the assessor.
6. Select **Unsubmit**.

**Approving an Assessment**

Once review is complete:

1. Open the assessment.
2. Go to **Overview**.
3. 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. Select the approved assessment.
3. Go to **Overview**.
4. Select **Un-approve Assessment**.
5. Enter a reason.
6. Select **Un-approve**.

The assessment status returns to *Submitted*.

**Gaps**

* Flags: this is probably a different article but flags are an important part of QC. Customers can build their own set of flags based on their own internal processes.


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