Reviewing a Material Sample for Approval (as a Designer)
Last Updated: September 29, 2023
Once the request has been reviewed by the Project Manager, the Designer will then review the design compatibility of the materials along with the project impact and design approval recommendations.
The steps for reviewing a request for material sample approval are as follows:
On the Steer dashboard, a request for material sample for approval will show under Tasks. Click on the Request for Material Sample Approval you need to review.
The attachments to this request can be viewed and downloaded for review.
The Designer can also attach documents by just clicking the + sign button. A data grid with record entry options is displayed below. Fill out the fields for each record intended to add.
Fill in the Document Name and Notes fields.
To attach a File or Image, click on the corresponding buttons.
Click on the ✔ icon to add the attachments and click on the X button to cancel.
Click on the Edit Row icon to edit the newly added record, and then click on the Bin icon to delete it.
The Remarks section is used to leave a comment, if any.
Once the ticket is approved, it will be routed to the Project Manager for final review and approval. The Designer can also perform actions such as Reject and Review to return the ticket to Project Manager if additional information is required.
Once the Project Manager approves the ticket, it will be routed back to the Contractor to review the Remarks of the Project Manager as well as the Designer’s.
Previous Article: Reviewing a Material Sample for Approval as a Project Manager
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Reviewing a Material Sample for Approval as a Designer
Once the request has been reviewed by the Project Manager, the Designer will then review the design compatibility of the materials along with the project impact and design approval recommendations.
Instructions:
The steps for reviewing a request for material sample approval are as follows:
On the Steer dashboard, a request for material sample for approval will show under Tasks. Click on the Request for Material Sample Approval you need to review.
The attachments to this request can be viewed and downloaded for review.
The Designer can also attach documents by just clicking the + sign button. A data grid with record entry options is displayed below. Fill out the fields for each record intended to add.
Fill in the Document Name and Notes fields.
To attach a File or Image, click on the corresponding buttons.
Click on the ✔ icon to add the attachments and click on the X button to cancel.
Click on the Edit Row icon to edit the newly added record, and then click on the Bin icon to delete it.
The Remarks section is used to leave a comment, if any.
Once the ticket is approved, it will be routed to the Project Manager for final review and approval. The Designer can also perform actions such as Reject and Review to return the ticket to Project Manager if additional information is required.
Once the Project Manager approves the ticket, it will be routed back to the Contractor to review the Remarks of the Project Manager as well as the Designer’s.
Previous Article: Reviewing a Material Sample for Approval as a Project Manager
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 29/09/2023
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