Report approval refers to the information about the Report entered onto the GDMS system, and the not the content of the document itself.
Before being added to GDMS a
document should be subject to the full quality assurance process of the authoring organisation (which would typically involve a separate approval stage).
To Approve Reports, Manager level access is required for the Report module (see Access Levels).
See here for how to check your current access level. See here for how to apply for a change in access level.
To ensure that data held on the system is as high quality as possible, Reports need to be approved by a Manager after they are Created. Approving a Report changes the status from preliminary to approved.
To approve a Report, first navigate to its details page. You should then check the following:
You have Manager permissions for the Report module.
You have defined the location extents of the Report and the road(s) it is about (or identified the Report as 'Non-Locatable')
The mandatory 'HA Filing Reference' field has been completed (mandatory at Approval Stage, but not at Creation stage).
All the details about the Report are correct, and have been completed in line with guidance on the Adding a Report page.
If any issues are identified, you will need to either Edit the Report yourself, or liaise with the original creator/editor directly (the system does not include a workflow to 'return' the Report to the editor for action).
Once you are satisfied everything is correct, click Approve on the command bar, then agree the approval.
If everything is ok, the Report will be approved! The status will be changed, and an entry automatically added to the Audit Log.
You can now add a PDF Report Record, add a Geotechnical Certificate and review whether the Report should be subject to the formal Document Management Cycle.