Document Approvals

Document Approvals is where document releases are tracked. The approval and signing actions are performed in the Document Release Process dialog (see Version Release); 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 whether a reviewer is assigned: with no reviewer, the document does not require review.

• Repeating the process
  A release can be rejected or cancelled. A cancelled release can be restarted; a rejected document requires a new version before it can be approved (see Version Release).

The Document Approvals List Provides an Overview of Every Approval:

• ID
  An Approval identifier made up of a date and a number.

• 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. A release can have more than one reviewer, acting under the Review Mode (Any Reviewer can review or Every Reviewer must review).

• 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, confirmed with the Sign button.