How to Approve or Reject a Job?

Approving and Rejecting Jobs

1. Access Pending Approval Jobs

Log in to the IronSight web portal.
Go to the Jobs tab.
Use the Filter option to set Job Status = Pending Approval.
- These are all the jobs submitted by service providers and awaiting review.

2. Open and Review Job Details

Click on any job in the list to open it.
Review the following key details:
- Job summary: requester, division, cost codes, and approval level.
- Driver submission: pickup and drop-off locations, executed hours, gps bread crumbs on the map and route details.
- Form attachments: review the driver’s completed job form for accuracy and completeness.
- Line items: confirm that charges and quantities match what was actually performed.
Cross-check billing details such as:
- Cost center, GL code, and approval path.
- Line item pricing and quantities.
- Supporting documentation (photos, notes, etc.).

3. Approve a Job

Once verified, click Approve.
The job status will automatically change from Pending Approval to Approved.
The service provider will now see the job as Approved in their IronSight account.
The job’s approval details—including cost objects, GL codes, and approver—will be stored in the digital record and can be included in billing exports.
You can also Unapprove approved Jobs by clicking the more button followed by the "unapprove" option.

4. Reject a Job

If the job contains errors, missing information, or incorrect data, click Reject.
You will be prompted to enter a Reason for Rejection.
- Clearly describe what needs to be corrected (e.g., missing scale ticket, wrong cost code, incorrect hours).
Once submitted:
- The job will return to the service provider as Rejected.
- The rejection comment will be visible to them, so they can correct and re-submit the job for approval.

5. After Approval

Once approved, service providers can download a Job PDF (Digital Ticket) from their side.