Once you've created your project, including the safe work site(s) with geofences it will need approval before being used.
In this article, you'll find step-by-step guides for the project approval process.
Please note: Dashboard users need specific permissions to request review of, and approve projects. To find out more about project approval, click here 👈
How to request a project review
Log in to the Tended Dashboard
Find the project you want to request approval for and click "View project"
Click on the "Review" tab at the top of the page
Click on the "Project reviewers" box and you'll see a list of users who can approve projects
Click the name(s) of who you want to review the project and they'll appear in the box
Choose to leave notes for the reviewer(s), click and type into the "Notes for reviewers" box
Once you've selected your reviewers and chosen to leave notes for them, click "Submit project"
You'll then see confirmation that the project is awaiting approval
How to review, approve and reject a project
Please note: only a user who has been selected as a reviewer can approve/reject a project.
Log in to the Tended Dashboard
Find the project you want to review, it will need to have the status "Awaiting approval", and click "View project"
Review the project. At this stage, carry out checks of the planned safe work sites and project details to ensure they're in line with the safe work pack requirements.
Once you've reviewed the project, click on the "Review" tab at the top of the page
To approve the project
Choose to leave a note for the project planner here
Click "Approve project"
Or, to reject the project
When you reject a project, you must leave a note for the planner in the notes box
Then, click "Reject project"
You'll then clearly see the project status from the project overview table
💡 Tended tip: if you need to "reject" a project you can write clear and detailed instructions for the planner to action within the "Feedback" section.
Any questions or issues?
We're here to help! Simply pop us an email at 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 😊