With Onetrace, your can review, approve or reject jobs with detailed feedback for your operatives.
In this article, we will walk you through the necessary steps.
Steps to Review, Approve or Reject Jobs Items
1. Log into your account at Onetrace.cloud
2. Select the Inbox tab from the options in the left-hand menu.
3. Select the Project you need to review.
4. Choose Job Item No. you wish to review. For this example, we are choosing 2826-1.
5. Review the submitted job as you normally would. If satisfied with the work select the Approve button.
6. Select the I accept button to approve this job item.
7. If during your review you find issues with the job select the Reject button.
8. Provide the reason for rejection and instructions in the blank column. For this example, we are choosing the missing seal reference as a reason for the rejection.
9. Select the Reject button.
✨ Your operative will see this in the inbox on his Onetrace app under Items pending resolution.
10. You can bulk approve or reject job items by selecting the checkboxes on the left and choosing one of the options from the Bulk Actions dropdown menu.
By following these steps you will be able to review, approve or reject job items within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!