How Do I Approve and Reject Documents as an Administrator?
Administrators can approve and reject documents for subcontractors and employees on the system in the ‘General’ section or the ‘Matrix’ section.
To approve and reject documents for Subcontractors from the General section:
- On the left column, go to ‘Subcontractors’.
- Click on the relevant subcontractor.
- Go to the ‘Uploads’ Section.
- Click on the document you want to approve or reject.
- Scroll down to the end of the document and click ‘Reject’ or ‘Approve’.
- Enter any comments.
- Click ‘Save & Submit’.
To approve and reject documents for Subcontractors from the Matrix section:
- On the left column, go to ‘Subcontractors’.
- Click ‘Matrix’ at the top of the page.
- Click on the relevant document beside the subcontractor’s name.
- To approve or reject the document, click the red ‘x’ under the document, or the green tick.
- You can also click on the document, scroll to the bottom and click ‘Approve’ or ‘Reject’.
To approve and reject documents for Employees from the General section:
- On the left column, go to ‘People’.
- Click on the relevant employee.
- Go to the ‘Uploaded Documents and Certificates’ Section.
- Click on the document you want to approve or reject.
- Scroll down to the end of the document and click ‘Reject’ or ‘Approve’.
- Enter any comments.
- Click ‘Save & Submit’.
To approve and reject documents for Employees from the Matrix section:
- On the left column, go to ‘People’.
- Click ‘Matrix’ at the top of the page.
- Click on the relevant document beside the employee's name.
- To approve or reject the document, click the red ‘x’ under the document, or the green tick.