Approvals in Onetrace provide a quality assurance (QA) process to maintain industry and compliance standards across projects. The feature allows stakeholders to review, approve, or reject work submitted by operatives, creating a structured feedback loop that raises quality and accountability.
Streamlined feedback: Faster resubmissions through instant feedback shared with operatives.
Real-time monitoring: Approval statuses can be tracked, outstanding approvals filtered, and detailed reports can be generated with approval status added for all job sheets.
Approve job sheets on desktop
How to approve job sheets on desktop:
As job sheets start to come in from site for approval, you will receive notifications in your inbox located in the left-hand sidebar.
Click each notification to start approving.
Alternatively, you can head to the project and select the approvals tab to start reviewing job sheets.
Click into the job sheet you want to review.
Read through the details carefully.
If the job sheet is correct, click Approve and then Confirm to move it to the next stage.
If the job sheet needs changes, click Reject. You’ll have the option to add a note describing what needs to be corrected. Rejected job sheets will be sent back to the assigned operative, who will see your reason and must select Begin Resolution before resubmitting.
Every approval and rejection is automatically dated and timestamped in Approvals History, providing a clear timeline and audit trail. Approvals History is visible only to Owners, Admins, and Managers.
💡 Pro tip: If you’re reviewing multiple job sheets, you can speed up the process by turning on Auto Move by clicking the settings cog next to the Reject button. This will automatically move you to the next sheet after approving or rejecting one.
How to approve job sheets on mobile:
Open the Onetrace app on your mobile device.
Navigate to your inbox at the bottom of your screen.
Select the Project you need to review.
Choose the Block and Level which contains the job sheet.
Select the Job Sheet you need to review.
Read through the details carefully.
If the job sheet is correct, click Approve and then Confirm to move it to the next stage.
If the job sheet needs changes, click Reject. You’ll have the option to add a note describing what needs to be corrected. Rejected job sheets will be sent back to the assigned operative, who will see your reason and must select Begin Resolution before resubmitting.
Every approval and rejection is automatically dated and timestamped in Approvals History, providing a clear timeline and audit trail. Approvals History is visible only to Owners, Admins, and Managers.
Bulk approve or reject job sheets
How to bulk approve or reject job sheets:
Choose the project where approvals are waiting.
Navigate to the Project Setup in the top right-hand corner of your screen.
Select Approvals from the drop-down.
Scroll down to options, and turn on the toggle for Bulk Approve & Reject.
Head back into your project, and select the Approvals tab from the navigation bar running along the top of your table.
Check through the job sheets ready for approval to make sure information is correct, or if there are errors or quality issues, make a note of what these are as a reason for rejection.
Head back to the Approvals tab.
Click the checkboxes next to the sheet number.
A toolbar will appear:
Bulk Approve - click the tick icon within the toolbar to bulk approve the selected job sheets, then click Approve.
Bulk Reject - click the cross icon within the toolbar to bulk reject the selected job sheets, and type or copy in the reason for rejection from step 6, then click Reject
To undo an approval or rejection, head to the individual job sheet and click the undo button in the approvals section to the right of the job sheet.
💡 Make sure to check the work contained within the job sheets before bulk approving or rejecting.