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One of our sites that has been trying out inspection approvals found a flaw. In her use case, a specific template is not always approved by the same person. She has a “schedule” of who does the approvals rather than it being her or another manager every time. The only current method to solve this is for her to change the approver in the template and publish the template before the next inspection is due.  This is tedious and easy to forget.

Additionally, I have use cases where I need multiple people to approve and sign off on something. For example, a machine is installed and at the end of the checklist, I want all managers and contractors to approve it. Or a product qualification - I want the plant to submit it but the plant manager and corporate reviewer to sign off on it.

In another use case, I have multiple phases of approvals. A plant submits, then the person set to review it will change depending on the plant. That approver signs, then I need another page in the template to appear. The plant will complete that page and update previous questions they already answered, then it will go back to another request for approval in a second approval section.

  1. When a “group” or “dynamic” rule is applied as the approver, there should be a toggle asking if one or all members of the group must approve.  If all is selected, then it would repeat the approval section with all questions for each person.
  2. When scheduling inspections that have an approval section, we should be able to assign who the approver is. When the next scheduled inspection comes due, we should be able to change who the approver is on just that one event.  Or somehow be able to load a list of approvers that it toggles through each time a schedule inspection comes due.
  3. Be able to add multiple approval workflows.  If I add an inspection page after the first approval workflow, it won’t be visible until the approver does their approval.  The inspection is still not marked as completed because of the extra page. 
    1. The site can then go back in and complete that page.  If there is no further approval, the plant can mark it as complete.
    2. Optionally, I may want to add another approval section after that extra page. In this case, the plant cannot mark it as completed after completing the extra page. Whoever is assigned in the second approval workflow must complete that approval.

Corey.

Totally agree.

I have seen the same issue and a solution is required in order that the approval process is not as singular as it currently is.

The approval process for me should also be linked to user profiles (Their Role) and also the dynamic part on what project / site / and other access rights they have.

 

I would also add - that a approver can also be someone external. We need the options opening up.

If we require a closure of a quality or similar report from a main or other contracting specialist then they may also have to approve what has been completed.

 

I just get the feeling that all the links in the beta version may not have been thought through well enough for an org and company field rollout across sites and projects.

 

I do however agree with the approval addition.

Some tweaks and improvements are required.

 

We will be looking closely at this for things we will be adding to LABELS.

It will also link into our project Risk Matrix for our personnel and assets.

Also Asset and Material changes and who can / should approve

 

Great spot - you beat me to raising it - only just...😂

Hi ​@Corey and ​@jonnyg - thank you both for your feedback.

 

I understand the needs for more a comprehensive approval workflow and we have heard similar feedback from other SC customers. The first release is intended to give the basic functionality, and we will improve it as we go, with consideration to the feedback you’ve provided above.

The ability to for the inspector to select who is going to approve a particular inspection is a feature that the team is actively working on, and it will be released in the early new year. It is not as comprehensive as an automated schedule, but it should help alleviate some of the time taken for an admin to consistently revise a template.

 

Thank you again, really appreciate the feedback.

Corey has raised some great points and suggestions. Sequential approval workflow is ideal, whether the 1st approver selects the 2nd approver and so on. Or whether the template is already configured with relevant  approvers.

In addition, being able to re-assign to someone else would be beneficial.

We also need the ability for an approver to reject an inspection which would keep the inspection open with notes for inspector to rectify and re-submit.

Hope these items can be considered in your next approval feature release. Thank you.

Some more thought is required urgently based upon the way that templates are used. 

 

We have multi purpose templates that can be completed by Directors and Managers. 

 

If as Corey has stated this is not looked at quickly then we maybe in a position where we just end up replicating templates for different groups etc. 

 

This is based on the approval tiers etc not being flexible. 

The other issue linked with this related to privacy and the logic part of templates etc may need a review in order that the tiered logic approach then controls the approval route by who is completing based on site/ region and other entries that are made.

 

The security side needs to be reviewed at the same time for privacy and confidential information. 

 

This will also link to documents and document control provisions when this is looked at for further rollout ans these will needs to be part of a controlled approval process. 

 

Stay safe. 

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