How to Approve Engineer Points

How to Approve and Manage Engineer Points

The Engineer Points module allows administrators and managers to review, approve, reject, partially approve, and manage points earned by engineers for completed tasks.

Points are calculated based on the task completion data submitted by engineers and the Difficulty Points configured for the project. These points can then be reviewed and approved before they become part of the engineer's total score.

The Engineer Points module consists of two sections:

• Engineer Points → Approval List
• Engineer Points → Summary

Understanding the Engineer Points Module

The Engineer Points module helps managers:

• Review submitted engineer points.
• Approve completed work.
• Reject incorrect submissions.
• Partially approve points when only part of the work is accepted.
• Adjust point values before approval.
• Monitor engineer performance.
• Track total points earned across projects.

Accessing the Approval List

Purpose: View and manage all point submissions awaiting review or previously processed.

Steps:

1. Navigate to Engineer Points → Approval List.
2. The Points Approval List page will open.
3. All available point records will be displayed.

Understanding the Approval List Screen

The Approval List displays all point submissions generated from engineer task completions.

The screen includes:

• Select Engineer filter.
• Select Project filter.
• Task Name filter.
• Status filter.
• Sort By options.
• Search button.
• Points Approval List table.

The approval table displays:

• Task Name.
• Engineer Name.
• Project Name.
• Points Assigned.
• Current Status.
• Submission Date.
• Available Actions.

Filtering Point Records

Purpose: Locate specific point submissions quickly.

Steps:

1. Open Engineer Points → Approval List.
2. Select one or more filter options.
3. Click Search.
4. Review the filtered results.

Available Filters

The Approval List can be filtered using:

• Engineer - View submissions from a specific engineer.
• Project - View submissions belonging to a specific project.
• Task Name - Search for a particular task.
• Status - Filter by Pending, Approved, Partially Approved, or Rejected submissions.
• Sort By - Change the display order of results.

Understanding Point Statuses

Each submission will display a status indicating its review stage.

• Pending - Awaiting review and approval.
• Approved - Full points have been approved.
• Partially Approved - Only a portion of the points has been approved.
• Rejected - No points have been approved.

Approving Engineer Points

Purpose: Approve the full points earned for a task.

Steps:

1. Navigate to Engineer Points → Approval List.
2. Locate the pending submission.
3. Review the assigned points and task details.
4. Click Approve.
5. The submission status will change to Approved.

Once approved, the points will be included in the engineer's overall points summary.

Partially Approving Engineer Points

Purpose: Approve only part of the points when work is partially accepted.

Steps:

1. Open Engineer Points → Approval List.
2. Locate the pending submission.
3. Review the submitted task details.
4. Click Partial.
5. Enter the number of points to approve.
6. Save the changes.

The status will change to Partially Approved.

Only the approved points will be added to the engineer's total score.

Rejecting Engineer Points

Purpose: Reject a point submission that does not meet requirements.

Steps:

1. Navigate to Engineer Points → Approval List.
2. Locate the submission.
3. Review the associated task.
4. Click Reject.
5. Confirm the action if prompted.

The submission status will change to Rejected.

Rejected submissions do not contribute to the engineer's total points.

Editing Points Before Approval

Purpose: Modify the number of points awarded for a task.

There may be situations where the calculated points need adjustment before approval.

Steps:

1. Navigate to Engineer Points → Approval List.
2. Locate the required task.
3. Click the Edit button.
4. The Edit Points window will open.
5. Enter the revised value in the Points to Assign field.
6. Review the maximum available points.
7. Click Update.

The updated value will be used for future approvals and calculations.

When Should Points Be Edited?

Point adjustments may be required when:

• The engineer completed only part of the work.
• Incorrect quantities were submitted.
• Task requirements changed.
• Quality issues affected the awarded score.
• A manager needs to manually adjust the final score.

Reviewing Approved Point Records

Purpose: View previously approved submissions.

Steps:

1. Open Engineer Points → Approval List.
2. Select Approved from the Status filter.
3. Click Search.
4. Review the approved records.

Reviewing Rejected Point Records

Purpose: View previously rejected submissions.

Steps:

1. Open Engineer Points → Approval List.
2. Select Rejected from the Status filter.
3. Click Search.
4. Review the rejected records.

Accessing the Engineer Points Summary

Purpose: View total points earned by engineers across projects.

Steps:

1. Navigate to Engineer Points → Summary.
2. The Engineer Points Summary screen will open.

Understanding the Summary Screen

The Summary section provides a consolidated view of approved and partially approved points earned by engineers.

The summary screen includes:

• Engineer filter.
• Project filter.
• Filter button.
• Total Points summary.
• Project-based points breakdown.
• Status information.

Viewing Points for All Projects

Purpose: View all points earned by an engineer across every project.

Steps:

1. Navigate to Engineer Points → Summary.
2. Leave the Project filter set to All Projects.
3. Click Filter.
4. Review the displayed totals.

The system will display all available projects and associated points.

Viewing Points for a Specific Project

Purpose: Review points earned within a single project.

Steps:

1. Open Engineer Points → Summary.
2. Select the desired project.
3. Click Filter.
4. Review the project-specific results.

Only records associated with the selected project will be displayed.

Viewing Points for a Specific Engineer

Purpose: Review performance for a specific engineer.

Steps:

1. Open Engineer Points → Summary.
2. Select an engineer from the Engineer dropdown.
3. Click Filter.
4. Review the engineer's points summary.

Understanding Total Points

The Total Points value displayed in the summary represents the cumulative approved and partially approved points earned by the selected engineer.

This value is automatically updated whenever point approvals are processed.

Relationship Between Tasks, Difficulty Points, and Engineer Points

Engineer points are directly connected to:

• Task completion records.
• Engineer submissions.
• Difficulty Point configuration.
• Approval decisions made by managers.

When engineers submit completed work, the system calculates potential points using the configured Difficulty Points. These points are then reviewed and approved through the Engineer Points module.

Best Practices

• Review task submissions before approving points.
• Use partial approval when only part of the work meets requirements.
• Reject incomplete or invalid submissions.
• Adjust points only when necessary.
• Regularly monitor engineer performance using the Summary section.
• Use project filters to simplify large point reviews.
• Ensure approvals are completed promptly.
• Periodically review rejected submissions for training opportunities.

Frequently Asked Questions

Can I change points after approval?

Yes. Authorized users can edit point values and update approvals when necessary.

What happens when points are partially approved?

Only the approved portion of the points is added to the engineer's total score.

Can I view points for a specific project?

Yes. The Summary section allows filtering by project.

Do rejected points affect totals?

No. Rejected submissions are excluded from the engineer's total points.

Can I see points for all engineers?

Yes. The Summary screen supports filtering by engineer or viewing all engineers.

Summary

The Engineer Points module provides a complete workflow for reviewing, approving, rejecting, and managing engineer points. Using the Approval List, managers can validate submitted work and assign the correct score, while the Summary section provides a clear overview of engineer performance across projects. Together, these tools ensure accurate point tracking and fair performance measurement throughout the project lifecycle.