Document Approvals
Document Approvals is where document releases are tracked. The approval and signing actions are performed in the Document Release Process dialog (see Creating & releasing a version); this area provides the record of those actions.
Roles on a release: Every release has Authors, Reviewers, Approvers, and a Target Audience. Whether a review step is included depends on the Review Required setting on the master document.
Repeating the process: A request can be rejected or cancelled. A cancelled release can be restarted; a rejected document requires a new version before it can be approved (see access management).
The Document Approvals List Provides an Overview of Every Approval:
ID: An Approval [date]-[number] identifier.
Document, Requested On, Requested By: What was submitted, when, and by whom.
Review Status: Not Applicable, Review Pending, or Reviewed.
Approval Status: Approval Pending, Approved, or Cancelled.
Opening an Approval Record Displays Three Read-only Sections, Plus the Request Message:
Approval Request: Document, Title, Requested By, Requested On.
Review: Reviewed By and Review Comments (one reviewer per approval).
Approval: Approval Status, Approved On, and Approval Comments.
All fields are read-only, as the decisions are made through the release process; this record serves as the audit trail. Approving a document always requires the attestation and your Signature PIN.
