This feature is only available for organisations on the Quality Management System plan. Check Approval allows Managers to review and approve staff’s completed checks — ensuring all certificates are up-to-date and meet your organisation's standards. ## How to Use the Approved Toggle In each Check row, there is now an **Approved** toggle. This helps you track whether a staff check has been reviewed and confirmed by a Manager. ### Where to Find It: 1. Go to **Organisation > HR** 2. Click the **Staff name** 3. Inside the **Staff modal**, scroll to the **Worker Check table** 4. You will see a new **Approved column** on the far right — it looks like a switch (ON/OFF) ## Who Can Use the Toggle? - **Managers**: Can switch the Approved toggle ON or OFF - **Non-Managers**: Can **see** the toggle but **cannot interact** with it (it will be read-only) ## Auto-Unapprove Rule To make sure changes are always reviewed, the system will **automatically turn off the Approved toggle** if any of the following fields are changed **by a non-Manager**: - Expiration Date - File (required) - Is Done? > Example: If a support worker updates their own Police Check file, the system will auto-unapprove that check — so a Manager can review it again later. **Managers** are not affected by this rule. If they edit a check, the Approved toggle will stay ON. ## Filters to Help You Stay Organised You can now use filters in the **HR tab** to easily find staff who have checks that are **not approved** yet. ### 1. Filter: Staff with unapproved checks - **Location:** At the top of the **filter panel on the right-hand side** - **Use it to:** Show only staff who have **at least one check** with Approved = OFF ### 2. Filter: Approved - **Location:** Located within the **Worker Check** filter set - **Options:** - **All (default):** Displays all staff members, regardless of their Approved status. - **Yes:** Displays only staff members who have **at least one** check where **Approved = ON**. - **No:** Displays only staff members who have **at least one** check where **Approved = OFF**. These filters help Managers prioritise reviews and make sure no checks are left unverified.