Completing Approval for Observation Investigations

Purpose

As a Permit Approver, you confirm that all mandatory safety assessments are complete and decide whether to authorize or deny the Work Record so that all linked permits move correctly through the workflow.

Prerequisites

Installation Packages: CQ Core, CQ EHS Extension, CQ Forms

Product: SafetyQuest

Function: Work Record

User Profile: Standard User

Permissions: CQ Base User PSG, CQ EHS Base User PSG, and CQ Permit Approver PSG

Work Record: Permits must be submitted through Work Record

Record Status: In Review

Steps

1. Open the Email notification or a Home tab notification.

2. Click Approve/Reject to open the Observation.

3. Click Approve or Reject in the Next Best Actions section.

4. Provide Comment and Password, if required.

5. Click Approve or Reject.

Expected Outcome

• The approval decision is recorded on the Workflow tab.

• If approved, the Observation Stage is Pending Change Order and Status is Complete.

• If rejected, the Observation Stage is Rejected and Status is Closed.

• The Approval activity appears in the Record Activities section on the History tab.

Additional Resources

ComplianceQuest

• Reassigning Approvers