# Worker Screening Check Approval This feature is only available for organisations on the [Quality Management System plan](Getting%20Started%20with%20your%20Quality%20Management%20System%20(QMS).md). Worker Screening 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 on a **Staff member’s name** 3. Inside the **Staff modal**, scroll to the **Worker Check table** 4. You will see a new **Approved column** on the right — it’s a switch that shows ON or 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) ## When the Toggle Becomes Read-Only To make sure only complete checks are approved, the **Approved toggle will be locked (read-only)** if any required information is missing. The toggle will be **disabled** when: - The certification is **expired** - The **expiration date is missing** - A **required file is missing** - The check is **not marked as done** > **Tooltip on hover:** > “Please complete required fields, and mark as done before approving.” Once all required fields are completed and the check is marked as done, the toggle will be available again. %202.mp4) ## Auto-Unapprove Rule To ensure updates are properly reviewed, the system will **automatically switch off the Approved toggle** if **any of these fields are changed** by **any user**: - **Expiration Date** - **File (required)** - **Is Done?** > Example: If a staff member uploads a new Police Check file, the system will auto-unapprove that check. A Manager must review and re-approve it later. %201.mp4) ## Check Statuses In the **Organisation > HR** table view, Managers can quickly see the status of each check for all staff. The system applies the following rules **for each check column**: - **Show** ✅ if the check passes (whether mandatory or optional) - **Show** ❌ with a tooltip if the check is **mandatory** and **fails** (e.g. expired, missing file, etc.) - **Leave blank** if the check is **optional** and **fails** > Tooltip on ❌ (hover): > Displays the reason the check failed — e.g. “Expiration date is required”, “Certification requires proof”, etc. .gif) This helps Managers quickly identify staff who are missing important checks without opening each profile. ## 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** that is **not approved** .gif) ### 2. Filter: Approved - **Location:** Located within the **Worker Check** filter set - **Options:** - **All (default):** Show all staff - **Yes:** Show staff with **at least one approved** check - **No:** Show staff with **at least one unapproved** check These filters help Managers prioritise reviews and make sure no checks are left unverified.