Use the checkboxes next to each sheet number to bulk approve or reject job sheets efficiently. Review each sheet as usual to verify the work completed by operatives. If you notice repeated errors or consistently poor-quality photos across multiple sheets, you can use the bulk reject option to quickly reject with an explanation all at once.
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.