Approving/Rejecting documents

Easily review, approve or reject each document supplied by machine owners for pre-qualification so you can be assured all compliance obligations have been met before they arrive on site.

1. When there are documents ready for review by a machine owner, a pending orange wheel will show on the library icon next to the machine. 

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2. Documents that require review will show the same orange wheel next to them as these machine documents show.

You can see that the company documents below have already been approved as they show a green thumbs up symbol. 

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3. To review, click on the Library icon

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4. To review the document, click the link. 

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5. Once reviewed, and if satisfied with the supplied document, click Approve 

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6. Click Reject if the document is not to standard or is missing critical information. 

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7. If rejecting, you will need to add a comment in the Notes section as to why. This gives the machine owner context as to what they need to re-supply. 

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8. Once you've reviewed all documents click Save & close. 

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9. Once back on the Machines page, you will see the Library icon has now updated to a green tick which means all supplied documentation has been approved. 

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10. That's it. You're done.

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