---
title: "Authorization to Proceed on a Task"
slug: "authorization-to-proceed-and-safety-plan-on-a-task"
updated: 2021-03-17T18:15:51Z
published: 2021-03-17T18:15:51Z
canonical: "help.cenpoint.com/authorization-to-proceed-and-safety-plan-on-a-task"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Authorization to Proceed on a Task

This article will cover how to set up Authorization to Proceed on a task.  

There are Default Terms that fill in on every Authorization to Proceed.

This is found under File->Company Branch-> Mobile

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/2(20).png)

To add additional terms related to a specific task go to File-> List Management->

Task Options-> and choose the specific task-> Safety Plan and Auth to Proceed tab.

Type in your task specific terms.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/3(18).png)

The terms will look like this for the technician and customer on the mobile app.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/1(38).png)

Under branch settings there is the option to to require Authorization to Proceed

on each job or field ticket or leave as optional.

Optional is a good choice when only required on certain tasks.

*But you may want to add a note to the task that an ATP is required.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1616003619076.png)![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/4(15).png)

Once the technician has arrived on site they will click on Auth. to Proceed

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/1(39).png)

Click Open

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/2(21).png)

Have the customer read through the terms and click done.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/3(19).png)

Then click customer sign and grab a signature from the customer.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/4(16).png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1616001856941.png)

The Authorization to Proceed can now be downloaded and e-mailed to the customer.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1616001949863.png)

Authorization to proceed report can be found under:

Reports->Job Reports-> Authorization to Proceed.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-1616002411057.png)