Checklists can be set up to require approval on completed checks before results can be viewed by others.
Users who are responsible for reviewing and then approving (or rejecting) each check that is completed must:
- Be an admin user or be added to the Check Approval and Assignment permission.
- Belong to the approval user group specified in the checklist settings.
- Have access to the location that was checked, in order to see the submitted check in the Approvals list; users only see checks for the locations to which they have access to.
To view audits that are ready for approval, navigate to IntouchCheck.
- Click on Check Management
- Click on Approval
- Click on the Check that needs to be reviewed.
Click on any column header in the list to sort the checks on the page by checklist name, location, etc.
The audit review page is split into two sections on the left and the right.
On the left side of the split screen, review the check details, which include:
- The Hierarchy node for which the audit was conducted
- The name of the Checker
- The Start and Finished Date of the Check
- The Score of the Check
- The Outcome of the Check
- The questions and the answers (provided by the checker) to the check are split into the sections
On the right side of the split screen:
- Add a comment and/or photo
- Approve or reject the check
You will be prompted to provide a comment when you reject a check. Rejected checks are sent back to the checker for clarification/revision.
Approved checks will be posted and can be viewed in IntouchIntelligence (IQ).