In this article, you'll find more out about project review and approval. You'll see how to request for your projects to be reviewed, and how to easily monitor the review process.

Making sure that your projects are reviewed and approved before your track teams commence the work is crucial. The project reviewer will be able to check the geofences and other site information to ensure that it's precisely planned in line with the safe work pack.

You'll also be able to see a clear timeline of the project review progress and approval status from within your Dashboard.

Find out how to review and approve a project here 👈

A user with the "Review projects" permission can review and approve projects on the Dashboard.

Dashboard users with the following default user roles can review and approve projects:

You can create custom user roles for users who you want to review and approve projects.

Find out more about custom roles and setting specific user permissions here 👈

Currently, the same user can request review, and approve the same project.

Once a project has been approved, it may need to be edited in line with any safe work pack changes.

If edits are made to a project after it's been approved, the change will revoke the approval. The project will then need to be re-submitted for approval.

Common actions that will revoke project approval include:

Actions that will not revoke project approval are:

You'll see clearly on the project overview table each projects "Approval status". Find out below what they mean.

Awaiting approval: an authorised Dashboard user has planned, or edited, the project and has requested one or more colleagues to review the project.

Approved: one of the project reviewers has reviewed and approved the project in line with the safe work pack and deemed it ready for use.

Approval revoked: a previously approved project has been edited in some way, causing the approval to be revoked. The project will need to be resubmitted for approval.

Rejected: one of the project reviewers has reviewed the project and rejected it as changes need to be made to meet the requirements of the safe work pack. The review will leave feedback at this stage.

Cancelled: a user with "Review projects" permission has clicked "Cancel review request" after review has been requested.

Not submitted: the project needs to be submitted for review.

✅ Accuracy of safe zones

✅ All controls consistent with the safe work pack

✅ Locations on planned assets

✅ Any changes to the safe work pack incorporated

✅ Project/site dates and times

✅ All other organisation-specific checks

Find out about our best practice guidelines for creating safe zones 👈

We're here to help! Simply pop us an at email support@tended.co.uk, WhatsApp us on 07713682625 or drop us a message via live chat from the blue bubble in the corner of this page or within the Dashboard 😊