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Task approval

Optionally add an approval flag on tasks after they have been closed.

Gui Rego avatar
Written by Gui Rego
Updated over 2 months ago

Some entities may elect to implement an approval layer that sits above task closure so that users at a management level can identify tasks that have been suitably reviewed following their completion.

Note: Task approval is an optional client setting and therefore may not be visible to all users. Contact us to enable this option.

By default, non-technician users have the ability to approve tasks. Some user levels will also have permission to un-approve tasks. Using Maintainly’s Quick Approval eliminates the need to enter each task in order to approve it as well as to add a billing code.

To approve a task:

  1. Navigate to Tasks;

  2. Filter for and then click on the task that is to be approved;

  3. Click the More tab;

  4. Check the box next to Approved;

  5. Click Save.

To approve many tasks:

  1. Navigate to Tasks > Quick Approvals in the left side menu;

  2. Select a Site from the dropdown;

  3. Click Show Details to review the task data. If necessary, open the task in a new browser tab to review the tasks activity or other data;

  4. Nominate the applicable Billing Code from the dropdown;

  5. Click Approve; the current task will slide closed;

  6. Repeat this process for the remaining tasks that are awaiting approval.

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