Review a repair: approve it or send it back

Reviewers check a repair, then approve it or send it back.

You can review if your role is Organization Leader, Location Leader or Central Reviewer.

• Find repairs waiting for review
• Lock the repair
• Look the repair over
• Approve the repair
• Send the repair back
• Unlock a repair or take it out of review

Find repairs waiting for review

1. In the menu on the left, click All Repairs. On a phone, tap the three lines at the top left, then tap All repairs.
2. Click the Needs Review tab.

You see three lists:

• Repairs For Review: repairs nobody has locked yet.
• Under Review By Me: repairs you locked.
• Under Review By Others: repairs another reviewer locked.

Lock the repair

Lock the repair first. Then only you can approve it or send it back.

• Under Repairs For Review, click Lock on the repair. A message says you have locked it. Click the repair to open it.
• Or, on the repair page, click Lock Repair at the top. A message says Repair Locked.

Approve and Reject now show at the top of the repair page.

Look the repair over

Nobody can change the repair during review. That includes you.

1. Check the Vehicle and Media tabs.
2. Click the Preview Repair Plan tab. On a phone, it says Plan.

A new browser tab or window opens. It shows what the customer will see.

Approve the repair

Lock the repair first. Then click Approve at the top of the page.

You see two messages: Approving this repair, then Approved — repair is ready to send.

The status changes to Ready to Send. The person who sent the repair gets an email. So does each Location Leader at that location.

Send the repair back

Lock the repair first.

1. Click Reject at the top of the page. The Request Changes tab opens. Nothing is sent yet.
2. Look under Add recipient. The person who sent the repair is already listed. So is each Location Leader at that location. To add someone, type their email in the box and press Enter.
3. In the Feedback box, type what must change. Put each point on its own line.
4. To add files, look under Media, below Feedback. Click Upload from Device to pick a file from your computer or phone. Or click Add from Repair Documentation. Pick files from the repair, then click Add.
5. Click Send feedback.

A message says the repair has been rejected. The status changes to Insufficient Evidence. The repair can be changed again.

Everyone listed gets an email with your notes. The planner can also click the repair's status and read them in Returned from review.

Unlock a repair or take it out of review

1. Open the repair.
2. Click the status, Needs Review, at the top of the page. The Repair status panel opens.
3. Click one of these at the bottom of the panel:

• Unlock Repair removes your lock, so another reviewer can lock the repair. You see it only if you locked the repair. A message says Repair Unlocked.
• Move back to In Progress takes the repair out of review. The repair can be changed again. Any reviewer can use it, even when another reviewer locked the repair. A message says Moved back to In Progress.

What to do next

When the status is Ready to Send, see Share a repair by email or text.

Stuck?

Click Help in the menu to send us a message. You can also email help@collisionclarity.com.