Authorizations to Proceed

Set Up Authorization to Proceed on the Company Branch and Tasks

Set up Authorization to Proceed

Set up Authorization to proceed by going to File-> List Management-> 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

Go to File-> Company Branch Information-> Choose Branch-> Modify -> Mobile Tab

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

Authorization to Proceed to print with Field Ticket

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

Go to the Customer and Job Setting 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

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

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

*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)

Go to File List Management->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

Send an Authorization to Proceed to customer in advance

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

To find or print an Authorization to Proceed

• Go to Reports-> Job Reports->Authorization to Proceed

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