Projects & Survey Progress

How do I manage approval and sign-off for site surveys?

Use project stages, survey progress and connected reports to manage review and sign-off without a separate workflow automation builder.

SiteSurvey no longer uses a configurable automation builder for routing approval tasks. Instead, the project overview keeps the project stage, survey completion and sign-off status visible in one place.

Captured forms, photos, notes and files remain connected to the relevant project and space, giving reviewers the context they need before the project moves to sign-off.

LM

Answer written by Lee Moss, Director at SiteSurvey.

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