Submit ITP for Client Approval

There are two ways that you can submit your ITP's for client approval.

Option 1 (preferred option)

If you are serious about moving to paperless QA, we highly recommend that you talk with your clients about the benefit of adopting option 1.

In this option, once you have completed creating or editing your ITP's to make the project specific and you are now ready to submit them to your client for approval, use the following steps:

• Have a Subscription Admin add your client as an Associate seat, with the role "Client" (if you haven't done this already). See the lesson on how to Manage Teams (Users & Associates).
• Once your client has accepted their invitation, advise them to access the ITP register and review each ITP. 
• If an ITP is accepted, the client can right-click the ITP  and choose "Set Selected ITP approval".

• The client can now fill out the required fields and click save.

• Team members will now see that the box next to the ITP has turned green, indicating approval.

The benefit of using this system is that CivilPro records the actions of each Team member. If the client approves the ITP's directly within CivilPro, this is recorded. This creates full transparency, less of a paper trail/back-and-forth, and less chance of disputes or error.

Option 2

If you need to PDF your ITP's and submit them to your client for approval, use the following steps:

• Select the ITP's you want to print
• Click on the 'Reports' icon
• Select Inspection Test Plan (pdf)

• Once the PDF loads, save it, review it, and then send the PDF to your client for approval.
• After your client sends approval for each ITP, right-click on the ITP and choose "Set Selected ITP approval". 
• Fill out the required fields and click save.

• Team members will now see that the box next to the ITP has turned green, indicating approval.