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Line-level approval of an inspection
Line-level approval of an inspection

Approve an inspection on a service-by-service basis

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Written by Allie Ray
Updated over 6 years ago
  • Tap an inspection that you want to approve, and then tap Approve.

  • Tap the appropriate icon below each service to approve, decline, or skip the service, and then tap Save.

  • On the Endorse screen, ask customer to draw the signature on the screen, and then tap Save

Tip You can tap Approve All, Decline All, or Skip All at the bottom of the screen to approve, decline, or skip all services in the list. 

If all services have been either declined or skipped, you need to select reason for declining the whole inspection, and then place your signature on the screen.

If you have not made your choice for at least one service in the list, the appropriate message will be shown. 

Important! The Approval Required check box and the Line Approval check box must be selected for the appropriate inspection type in the Back Office application. 

Note If the Approval Required check box is selected, but the Line Approval check box is not selected, you can sign approval for the whole inspection only.  

If the Approval Required check box is not selected for an inspection type, when you save a a new inspection of this type, it is created in the Approved status.

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