To approve an Architect/Engineer Daily Observations record:
- Navigate to the Tasks log in your project.
- From the Tasks log:
- Select the task you want to work with, and click > Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. Select a task, open and review the content
- Click Attachments, select a file, click Download or View, and click Close Window.
- Click Accept Task.
- From the Workflow Actions list select Approve.
- Click Send to conclude the approval process.