Submit ITP for Client Approval

Why get ITP's approved? CivilPro has mechanisms to prevent unapproved ITPs from being used on Lots (found in Project Settings). This ensures both internal and external stakeholders can control which ITPs (and revisions of ITPs) are used in the field. 

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

1. Digital Submission (Notify Selection)
2. Manual PDF Submission

To watch a worked example of the below processes, check out this article here. 

Method 1: Digital Submission (Notify Selection)

This method utilizes the Notify Selection feature to email a direct link to the client. The client can then approve the ITP directly within CivilPro, creating an instant audit trail.

Prerequisites

• The Client role must have the ITP Approve Internal permission enabled.

Step 1: Send the Notification

1. Navigate to Spec and Conformance > Inspection Test Plan (ITP).

2. Select the ITP requiring approval.

3. Click the Notepad icon or right-click the ITP and select Notify Selection.

4. Details: In the wizard, complete the following fields:

• Notice To: Add the Client user.

• (Optional) Notice CC

• (Optional) Attachments.

• (Optional) Date Required.

5. Click Next.

6. Message: Select a specific template or use the default. Update the Subject and Message body as required.

7. Click Next.

8. Send: Select Publish, Sending notification & Email and click Publish & Send.

Step 2: Client Approval

1. The client receives an email notification and clicks the enclosed link to access the ITP.

2. Select the ITP.

3. Click the Notepad icon or right-click the ITP and select Set Selected ITP approval.

   

4. Complete the details in the Approval pop-up and click Save.

The ITP status indicator in the register will turn green, signifying approval.

Method 2: Manual PDF Submission

Use this method to export ITPs as PDFs for external review and manually record the approval later. This process can be managed within CivilPro using the Independent Approval process - check that out in this worked example video.

Step 1: Generate PDF

1. Select the ITPs to export from the register.

2. Click the Reports icon and select Inspection Test Plan (pdf). 

   

3. Save and send the generated PDF to the client.

Step 2: Record Approval once approval is received externally:

1. Click the Notepad icon or right-click the ITP and select Set Selected ITP approval..

2. Complete the details (referencing the external approval obtained) the in the Approval pop-up and click Save.

The ITP status indicator in the register will turn green, signifying approval.