Approval workflows: "Completed by" and "Accepted by" setting

Completed by setting

In some industries, multiple signatures are required to sign off on checklists. This is particularly common in the oil & gas industry, on ITRs, and similar documents. The settings below, Completed by and Accepted by, allow you to add two approval steps to checklists.

Enabling these settings will restrict users with the project roles of Designer and Contractor from approving or failing the checklist. Instead, they will only be able to use the (1) Completed by step, followed by the (2) Accepted by step.

Please note that enabling the Accepted by option requires the Completed by step to be enabled first. Therefore, Completed by serves as step 1, and Accepted by as step 2.

Enabling the feature

The feature can be enabled within the "Project settings => Checklists.

You can enable and disable the settings when needed.

Feature scope

The setting will be applied to all checklists not matter the module within CxPlanner.

How to

Enable the setting
You have to assign a checklists to a user or the users company.
If the user has the project role as Designer or Contractor, then the user will be presented with 1 button in the checklist: "Completed by".

When the user has clicked the "Completed by", the normal approval buttons will be shown on a refresh, but only a user with higher project role can use them (from consultant and up). If the "Accepted by" is also enabled, then that will be shown first.

An Admin or Manager can always override and ignore the completed-by button and approve/reject the checklist at any time.

Example

Awaiting "completed by"

"Completed by" clicked

Rejected a checklist after "completed by"

Updated on: 08/29/2024