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
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
Approving Final Documents
When the report is ready for client delivery:
The Approve Final Documents button is available to assigned reviewers when a current draft exists
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
Users who are not assigned as reviewers will see the approval button disabled, with a tooltip explaining why.
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.