Reviewing and Approving Accomplishment Reports
Last Updated: August 29, 2024
In this article, we will walk you through reviewing and approving submitted accomplishment reports to ensure accurate tracking of tasks and work items.
On the Project Dashboard, locate and click on Modules in the sidebar menu.
Select Accomplishment Report from the list. You will be directed to the list of submitted accomplishment reports for review.
Review each item in the report and if a work item has reached 100% completion, tick its corresponding box.
For reviewed and approved items, you can find them under the Reviewed tab.
Your name will automatically be recorded as the Reviewer.
You can perform several actions depending on the result of your review.
If changes are needed, click on Return to Submitter.
If the report is not acceptable, click on Reject.
If the report is accurate and complete, click on Approve.
After selecting the required action, a confirmation prompt will appear. Click Yes to proceed or No to cancel.
Managing Accomplishment Report Module
Viewing the Accomplished Tasks
Navigating Accomplishment Report via Steer Mobile app
Submitting an Accomplishment Report
SOV Setup
AR Overview
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Reviewing and Approving Accomplishment Reports
In this article, we will walk you through reviewing and approving submitted accomplishment reports to ensure accurate tracking of tasks and work items.
On the Project Dashboard, locate and click on Modules in the sidebar menu.
Select Accomplishment Report from the list. You will be directed to the list of submitted accomplishment reports for review.
Review each item in the report and if a work item has reached 100% completion, tick its corresponding box.
For reviewed and approved items, you can find them under the Reviewed tab.
Your name will automatically be recorded as the Reviewer.
You can perform several actions depending on the result of your review.
If changes are needed, click on Return to Submitter.
If the report is not acceptable, click on Reject.
If the report is accurate and complete, click on Approve.
After selecting the required action, a confirmation prompt will appear. Click Yes to proceed or No to cancel.
RELATED ARTICLES:
Managing Accomplishment Report Module
Viewing the Accomplished Tasks
Navigating Accomplishment Report via Steer Mobile app
Submitting an Accomplishment Report
SOV Setup
AR Overview
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Updated on: 09/02/2024
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