Approve Site Visit Report

To approve a site visit report, follow the steps below:

1. As a CSM, navigate to the Site Visit General Information screen by following the steps detailed in the Site Visit Navigation section.
2. Navigate to the Visit Report section, click the ‘View Report’ link to open the report in TI Viewer.

   

3. Click on the Approve button.

   

4. Click Yes on the confirmation pop-up.

   

5. Follow steps 7 to 17 from the Sign Document and Approval Workflow to sign and approve the report.