SUMMARY
Use this guide to review an activity awaiting approval. Reviewers can approve an activity, edit it before approval, or reject it and return it to the operator for correction.
WHEN TO USE THIS
- Use this guide if:
- An activity appears in the Review column.
- You are responsible for approving completed activities.
PREREQUISITES
- Before starting:
- The activity has been submitted by an operator.
- You have reviewer permissions.
STEPS
- Open the Review column.
- Select the activity.
- Review the submitted information.
- Choose one of the following actions:
- Click Approve to approve the activity.
- Click Edit to update the activity before approval.
- Click Reject to reject the activity.
- If editing or rejecting the activity, provide a reason.
- Select your reviewer profile.
- Enter your PIN and sign to complete the action.
EXPECTED RESULT
- After completing these steps:
- Approved activities move to Completed.
- Rejected activities return to the Pending column for operator correction.
- Edited activities are recorded in the audit trail before approval.
TROUBLESHOOTING
Issue: The activity cannot be approved.
- Try: Verify all required information has been completed.
- Try: Review any validation messages shown.
Issue: The activity needs corrections.
- Try: Reject the activity and send it back to the operator.
- Try: Include a clear reason for the rejection.
STILL NEED HELP?
- Contact Support and include:
- The activity name.
- The action you attempted (Approve, Edit, or Reject).
- Any error message displayed.