Reviewing a Material Sample for Approval (as a PM)
Last Updated: September 29, 2023
The Project Manager will review and assess the submitted material sample for approval.
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.
To choose which consultant should be assigned, click on the Special Assignment dropdown menu.
The PM Remarks section is used to leave a comment, if any.
The Project Manager can perform the following actions to this request:
Approve
Reject
Reject and Review
When Reject is selected, it is closed and moved to Done. The Contractor will have to submit a new Material Sample for Approval. If Reject and Review actions are selected, this will allow you to send back the ticket for contractor’s revisions.
Once the ticket is approved, it will be routed to the Designer for another level of review and approval.
When the Project Manager approves the ticket after the Contractor has estimated the project impact, it will be now routed to the Owner to evaluate and then it will be moved to Done.
Next Article: Reviewing a Material Sample for Approval as a Designer
Previous Article: Submitting a Material Sample for Approval
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 Project Manager
The Project Manager will review and assess the submitted material sample for approval.
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.
To choose which consultant should be assigned, click on the Special Assignment dropdown menu.
The PM Remarks section is used to leave a comment, if any.
The Project Manager can perform the following actions to this request:
Approve
Reject
Reject and Review
When Reject is selected, it is closed and moved to Done. The Contractor will have to submit a new Material Sample for Approval. If Reject and Review actions are selected, this will allow you to send back the ticket for contractor’s revisions.
Once the ticket is approved, it will be routed to the Designer for another level of review and approval.
When the Project Manager approves the ticket after the Contractor has estimated the project impact, it will be now routed to the Owner to evaluate and then it will be moved to Done.
Next Article: Reviewing a Material Sample for Approval as a Designer
Previous Article: Submitting a Material Sample for Approval
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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