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Workflows & Approvals
Workflows & Approvals
See how Change Orders, Daily Logs and Procurement move to approval, add checks with AI, and sign off in one click.
Your Approval Flow
Open Settings → Workflows and pick a workflow.
Settings · Workflows · Change Order
Version 3 · CurrentEdit with AI
DraftPendingQS checkApproved
Needs clarificationRejected
Unsaved gate changesDiscardApply
- 1Version · view history, no draft step
- 2Edit with AI · describe the change
- 3States · where an item can be
- 4Gate · checklist that blocks the move
- 5Apply · saves a new version
Good to know
Change Orders, Daily Logs and Procurement are supported. A new version only applies to new items. Items already in progress keep the version they started on.
Change It with AI
Click Edit with AI and describe the change in plain words.
Workflows · Change Order · Chat
ChatChange Order
Add a QS check between Pending and Approved
Proposed: Add a QS check before approval
One checklist gate, reviewed by your QS team.
RejectApply
Add a QS check between Pending and ApprovedRename 'Pending' to 'Under Review'Check this workflow for issues
Type a message...
- 1Suggestions · Edit · Review · Explore
- 2Prompt · describe it in plain words
- 3Proposal · previewed live on the canvas
- 4Apply or Reject · nothing saves until you apply
Approve and Sign
Reviewers open the gate, check the list and sign.
Change Order CO-014 · Gate review
Verification
2 / 2
Approvals
1 / 2
Reviewers
Aisha RahmanApproved
Daniel LimPending
Quantities verified against BoQ
Supporting quotation attached
Apply the signature from your profileSaved signature
Sign & rejectSign & approve
- 1Reviewers · Approved · Rejected · Pending
- 2Checklist · answered before deciding
- 3Signature · saved one or sign now
- 4Approve / Reject · every decision is signed
Reminders
An item left in Pending for 7 days gets a reminder in its activity feed.