Create a Supervisor Review Process

Design the handover

1. Decide which submission types require supervisor review.
2. Collect a reliable identifier for the site/job, operative and asset/record.
3. Configure a notification that directs the supervisor to the correct record using an authorised route.
4. Define who is responsible for reviewing, assigning actions and closing the issue.
5. Test with an ordinary user account and a supervisor account.

Do not assume an email equals a workflow

Email is an alert, not necessarily a review status. If the installed CHKM8 components do not support assignment and closure, document the approved process for recording the review elsewhere. Avoid claiming that a report is “approved” until a supervisor has actually completed the required review.