Overview
The Review and Approve tab is the final stage of the client report workflow. This is where reviewers download the submitted documents, leave feedback or request changes, and ultimately approve the report for client delivery.
If no documents have been generated and checked in yet, this tab displays a message directing you to the Draft Documents tab.
Downloading Documents for Review
When a draft is available, the following download options are provided:
Word Document - The main report for detailed review.
Excel Tables - Supporting data tables.
PDF Document - The formatted PDF version.
Lab Data (ZIP) - Laboratory analytical data (not available for all report types).
Complete Package (ZIP) - All documents and supporting data bundled together, including lab results, field data, and photos.
If a document is missing from the draft (for example the Excel was not generated), an info message under the buttons explains which one is missing.
Requesting Changes
If the report needs revisions:
Enter feedback in the Comment text area.
Click Request Changes to submit the comment.
The comment appears in the review history with a "Changes Requested" label (red border).
The report writer can then address the feedback and upload revised documents on the Draft Documents tab.
The Comment form on this tab always submits as a "Request Changes" decision. There is no separate button on the form for any other decision type.
Approving Final Documents
When the report is ready for client delivery:
Click Approve Final Documents.
A confirmation dialog appears before approval is finalised.
Once approved, the report status changes to Approved, the Approved Date is recorded, and a green success banner confirms the action.
The Approve Final Documents button is disabled in any of these situations, each with its own tooltip:
No current draft exists - You need to generate and check in a draft first.
The current draft is not marked as a final candidate - The draft was checked in with "Check In Draft Documents" rather than "Check In Documents for Review". Go back to the Draft Documents tab and check it in as ready for review.
You are not an assigned reviewer - Only users listed as Report Reviewers on the General tab can approve. Any user can still leave a review comment.
Review Comment History
All review comments are displayed in chronological order (newest first). Each comment shows:
The reviewer's name and the date/time
A colour-coded decision badge:
Changes Requested (red) - Revisions are needed
Approved for Draft Review (blue) - Approved for external draft review
Final Approval (green) - Documents are approved for delivery
The document version the comment applies to (shown as a version badge, e.g., v1.0)
The full comment text
Things to Know
Only assigned Report Reviewers can approve documents. Any user can leave review comments.
Approving the report is a significant action. It marks the report as complete and ready for client delivery. The report status on the General tab updates to Approved automatically.
Review comments are permanent and cannot be edited or deleted after submission.
The version badge on each comment helps you understand which draft version the feedback applies to. The report may have been updated since the comment was made.
If you want the Approve Final Documents button to be enabled, the latest draft must have been checked in via Check In Documents for Review on the Draft Documents tab, not Check In Draft Documents.