How to Approve a Report

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Approve Reports to finalize your field data and power other pages in Pegasus

Updated over 2 years ago Table of contents

Approving Reports is an important step in the Field Reporting process. The information and data collected on the Field Report is pending until Approved.

Remember, only users with the Manager permission can Approve reports.

From either the Reports Review page or your project's Field Reports page, select the Submitted Report record.

You can Approve a report quickly from the side blade widget or from inside of the report after opening it from the Report Details section.

Select the Approve button.

(From side blade widget on Field Reports/Reports Review page)

(From Report Details section after opening the Submitted Report)

After selecting the Approve button, the status of the report will update to Approved in the grid.

Now that the report is Approved, all information belonging to it will display on other pages in Pegasus and will also reference that report number including:

• Time & Mileage

• Contractor Time, Equipment, & Material

• Photos & Files attached

• Pay Items

Time & Mileage

Contractor Time, Equipment, & Material

Photos & Files attached

Pay Items

What's Next?

Un-Approving Reports

Create a Pay Estimate in Pegasus

Create a Change Order in Pegasus

Creating Lists in Pegasus

How Photos Work In Pegasus

How Analytics Work in Pegasus

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