By the end of this article you'll be able to set up a sample approval workflow in Visibuild, track approval status across your project, and use QR codes to link physical samples to their digital records.
Step 1 — Create a sample approval template at company level
Building the template at company level means every project inherits the same minimum requirements for sample approvals. Access your company template library and build out the form with all required fields, reviewer tasks, and attachment requirements.
Step 2 — Import and configure at project level
Import the template to your project library and update it to reflect the project-specific stakeholders responsible for sign-off. Key things to confirm when editing the project template:
Add relevant stakeholders as Viewers so they have visibility across all sample records
Include all potential reviewers as tasks in the template
Non-relevant approvers can be marked as N/A on individual records
Step 3 — Track sample approvals
Use the Single Template Tracker to get a live view of the approval status of every sample raised on the project, so nothing slips through without sign-off.
Step 4 — Use QR codes on physical samples
Print a QR code for each sample and attach it to the physical item. Because QR codes in Visibuild are static, scanning one at any point during the project lifecycle takes you directly to the approval record, showing who approved it and when.
Video walkthrough
What's next
For inspections and QA checks beyond sample approvals, see How to raise and manage defects in Visibuild or Understanding the Review Workflow.