Managing Approvals

Approval List View

The approval list view provides a comprehensive overview of all approvals with powerful filtering and search capabilities to help you efficiently manage approval processes.

Data Table Features

Name Column

• Template Titles: Shows inspection template title or item title
• Descriptive Names: Provides descriptive names for easy identification
• Context Information: Includes context information for clarity
• Quick Identification: Enables quick identification of approval items

Date Column

• Creation Date: Displays approval creation date
• Due Date: Shows approval due dates and deadlines
• Last Updated: Tracks last update timestamps
• Time Tracking: Provides time-based tracking information

Type Column

• Approval Types: Shows approval type (inspections, tasks, issues)
• Type Icons: Visual icons for different approval types
• Type Filtering: Enables filtering by approval type
• Type Classification: Clear classification of approval types

User Column

• Assigned Users: Displays assigned user names
• User Roles: Shows user roles and responsibilities
• Assignment Status: Tracks assignment status
• User Information: Provides user contact information

Actions

• View Details: View approval details and information
• Edit Approvals: Edit approval configurations
• Delete Approvals: Remove approvals when appropriate
• Quick Actions: Perform quick actions on approvals

Filtering and Search

Global Search

Search Capabilities

• Cross-Field Search: Search across all approval fields
• Keyword Search: Search by keywords and phrases
• Fuzzy Matching: Fuzzy matching for flexible search
• Search History: Maintain search history for convenience

Search Results

• Highlighted Results: Highlight search terms in results
• Relevance Sorting: Sort results by relevance
• Quick Navigation: Quick navigation to search results
• Search Filters: Apply additional filters to search results

Type Filtering

• Approval Type Filter: Filter by approval type
• Multiple Selection: Select multiple types for filtering
• Type Categories: Filter by type categories
• Dynamic Filtering: Dynamic filter updates

Date Filtering

• Date Range Filter: Filter by approval date range
• Custom Ranges: Define custom date ranges
• Preset Ranges: Use preset date ranges (today, week, month)
• Relative Dates: Filter by relative dates

User Filtering

• User Filter: Filter by assigned users
• Role Filtering: Filter by user roles
• Site Filtering: Filter by user sites
• Group Filtering: Filter by user groups

Approval Details View

The approval details view provides comprehensive information about specific approvals, including approvable content, previous approvals, and outcome options.

Comprehensive Information Display

Basic Details

• Approval Date: Shows approval creation and due dates
• Workflow Information: Provides workflow context and status
• Assigned Users: Lists all assigned users and their status
• Approval Context: Provides approval context and background

Approvable Content

• Content Display: Shows full details of the item being approved
• Content Navigation: Navigate through approval content
• Content Actions: Perform actions on approval content
• Content History: View content history and changes

Previous Approvals

• Approval History: Shows history of related approvals
• Previous Outcomes: Displays previous approval outcomes
• Decision History: Tracks decision history and rationale
• Timeline View: Visual timeline of approval history

Outcome Options

• Available Outcomes: Shows available approval outcomes
• Outcome Descriptions: Provides descriptions of each outcome
• Outcome Requirements: Shows requirements for each outcome
• Outcome Actions: Perform actions based on outcomes

Content Types

Inspection Approvals

Inspection Details

• Template Information: Shows inspection template details
• Answer Display: Displays all inspection answers
• Flagged Items: Highlights flagged items requiring attention
• Resource Links: Links to related resources

Inspection Actions

• Answer Review: Review all inspection answers
• Flag Management: Manage flagged items and issues
• Task Creation: Create tasks from inspection findings
• Resource Linking: Link inspections to resources

Task Approvals

Task Details

• Task Information: Shows complete task information
• Assignment Details: Displays task assignments and status
• Progress Tracking: Shows task completion progress
• Related Items: Links to related inspections and issues

Task Actions

• Assignment Review: Review task assignments
• Progress Monitoring: Monitor task progress
• Status Updates: Update task status
• Task Management: Manage task configurations

Issue Approvals

Issue Details

• Issue Information: Shows complete issue information
• Priority Review: Displays issue priority and status
• Related Tasks: Shows tasks created from issues
• Resource Linking: Links to affected resources

Issue Actions

• Priority Management: Manage issue priority
• Status Updates: Update issue status
• Task Creation: Create tasks from issues
• Resource Management: Manage affected resources

Approval Management Features

Advanced approval management features help you efficiently handle approval processes and maintain oversight.

Bulk Operations

• Bulk Selection: Select multiple approvals for bulk operations
• Bulk Actions: Perform actions on multiple approvals
• Bulk Updates: Update multiple approvals simultaneously
• Bulk Export: Export multiple approvals for reporting

Export and Reporting

• Data Export: Export approval data in various formats
• Report Generation: Generate approval reports
• Analytics Dashboard: Access approval analytics
• Custom Reports: Create custom approval reports

Approval Monitoring

• Status Monitoring: Monitor approval status in real-time
• Progress Tracking: Track approval progress
• Bottleneck Identification: Identify approval bottlenecks
• Performance Analytics: Analyze approval performance

Best Practices

Efficient Management

• Regular Review: Regularly review approval lists and status
• Proactive Monitoring: Proactively monitor approval progress
• Quick Response: Respond quickly to urgent approvals
• Documentation: Maintain proper documentation of decisions

User Experience

• Clear Interface: Ensure approval interface is clear and intuitive
• Efficient Workflow: Optimize approval workflow for efficiency
• User Training: Provide training on approval management
• Feedback Integration: Integrate user feedback for improvement