Authorizations to Proceed

This article covers how to set up Authorization to Proceed (ATP)

Set Up ATP/Predefined Notes

Require ATP on a Job or Field Ticket

ATP Print with the Feild Ticket

Define Default Terms

Require ATP on a Task(s)

Send ATP in Advance

ATP Report

Set Up Authorization to Proceed on the Company Branch and Tasks on Desktop

Set up Authorization to Proceed on Desktop

Set up Authorization to proceed by going to File→ List Management→ Quotes, Jobs, & Invoices→ Authorization to Proceed

Add or Modify a Predefined Note for Authorization to Proceed

Add a Description and make sure the ‘Type’ is Auth to Proceed, active box is checked, click OK to save.

Require Authorization to Proceed on Job or Field Ticket on Desktop

Go to File-> Company Branch Information-> Choose Branch-> Modify -> Mobile Settings (Tech View) Tab

Select an option from the drop-down list next to Authorization to Proceed.

Optional: Gives techs the option to get an “Auth to Proceed” signature but is not required.

1 Per Job: A signature for “Auth to Proceed” is required on each Job before you can start working.

1 Per FT: A signature for “Auth to Proceed” is required on every Field Ticket before starting work.

Authorization to Proceed to print with Field Ticket on Desktop

If you want the Authorization to Proceed to print with the Field Ticket,

Go to the “Job & Report Options” Tab while in the branch settings.

Check the box if you would like the Authorization to Proceed to print with the Field Ticket.

Default Terms on Desktop

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

This is found under File→ Company Branch → Select your Branch → Mobile Settings (Tech View) Tab.

*Predefined notes are added on at the time you are creating the Authorization to Proceed and will appear under the ATP Default Terms

Require Authorization to Proceed on specific task(s) on Desktop

Go to File → List Management→ Quotes, Jobs, & Invoices→ Tasks Options-> Tasks

Select the task(s) that would require an Authorization to Proceed

On the task go to Safety Plan & Auth. to Proceed->

Click inside the Authorization to Proceed text box-> add authorization to proceed notes for that task->click OK

Set up and send Authorization to Proceed in Advance (Video)

Send an Authorization to Proceed to customer in advance on Desktop

To send ATP in advance go to the Work Order-> Click Send eSig Link

The portal launches and allows you to fill out / text an ATP link to your customer before you even get there!

Techs can also send an Authorization to Proceed on the mobile app from the Field Ticket.

Authorization to Proceed Report on Desktop

To find or print an Authorization to Proceed

Go to Reports-> Job Reports->Authorizations to Proceed
Double click on the desired report. It will open a window where you can print or preview the report.

For more information on how Tasks work with Authorizations to Proceed, see this link:

https://help.cenpoint.com/v1/docs/en/authorization-to-proceed-and-safety-plan-on-a-task

Set Up Authorization to Proceed on the Company Branch and Tasks on Portal

Set Up Authorization to Proceed on Portal

Set up Authorization to proceed by going to More→ List Management→ Quotes, Jobs, & Invoices → Auth. To Proceed

Click Add to create a new note. Click the Ellipsis→ Modify to alter an existing note.

Add a Description and make sure the ‘Type’ is Auth to Proceed, the “Active” box is checked, and then click OK to save and close.

Require Authorization to Proceed on Job or Field Ticket on Portal

Go to More → Company/Branch Info

Then double click on your branch or select the Ellipsis→ Modify

Go to the Mobile Settings (Tech View) Tab.

Select an option from the drop-down list next to Authorization to Proceed.

Optional: Gives techs the option to get an “Auth to Proceed” signature but is not required.

1 Per Job: A signature for “Auth to Proceed” is required on each Job before you can start working.

1 Per FT: A signature for “Auth to Proceed” is required on every Field Ticket before starting work.

Authorization to Proceed to print with Field Ticket on Portal

If you want the Authorization to Proceed to print with the Field Ticket,

Go to the “Job & Report Options” Tab while in the branch settings.

Check the box if you would like the Authorization to Proceed to print with the Field Ticket.

Default Terms on Portal

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

This is found under More->Company Branch-> Select your Branch → Mobile Settings (Tech View) Tab.

*Predefined notes are added on at the time you are creating the Authorization to Proceed

and will appear under the ATP Default Terms

Send an Authorization to Proceed to Customer in Advance on Portal

To send ATP in advance go to the Work Order → Click “Send eSig Link”

A new window opens and allows you to fill out/text an ATP link to your customer before you even get there!

Techs can also send an Authorization to Proceed on the mobile app from the Field Ticket.

To see more information on how tasks work with Authorizations to Proceed follow this link:

https://help.cenpoint.com/v1/docs/en/authorization-to-proceed-and-safety-plan-on-a-task