Review decisions and evidence

Attach site documents to their subjects and record what the reviewer decided.

Step by step

Identify the subject Quality Inspector

Quality Inspector confirms whether the reviewed item is a project, work package, task, milestone or deliverable and records its reference.
- Selects subject type, identifier and related site.
- Updates Submittal reviews, Construction projects
Attach the document Quality Inspector

The uploader chooses an evidence kind, file name and file link, with the matching parent type and identifier.
- Stores file link, kind, parent and uploader.
- Updates Inspection evidence
Review the material Quality Inspector

Quality Inspector checks the subject and file, then approves, rejects or returns it in the submittal review with notes.
- Records the decision and reason.
- Updates Submittal reviews, Inspection evidence
ApprovalA person approves before the work moves on.
Route the result Trade Lead

Trade Lead follows a returned item to revise work; Project Manager considers a rejected decision when reviewing the programme.
- Gives the owner the decision to act on.
- Updates Site tasks, Site milestones, Submittal reviews
Check the trace Project Manager

The team compares the subject reference, project and any execution receipt to ensure the decision belongs to the intended site record.
- Confirms the recorded operation and subject.
- Updates Inspection receipts, Submittal reviews

Quality Inspector: Owns technical review and evidence.
Trade Lead: Responds to returned work.
Project Manager: Checks the programme impact, while Site Manager follows the operational consequence.

Start free, then use Proto to change fields, steps and approvals before your team goes live.