How to Approve or Reject a Release
The approver opens the document in release (stage Approved) and expands Approval, which shows the Approver, Approved On, and the Approval Status (initially Approval Pending). Approval only becomes available once any required review is complete.
Add a comment if you want to record the reason for your decision.
Choose an action:
Approve
Agree to the release and continue to signing (below).Reject
Decline the version. A rejected document requires a new version before it can be approved.Cancel Release
Stop the release in progress, for example if it was started in error.
If you approve, confirm the attestation ("I, [name], approve document version [name]. I understand I am accountable for this electronic signature and have not shared my credentials."), enter your Signature PIN, and select Sign.
The system confirms with "Document Approved," the Approval status becomes Approved with its Approved On date, and the process advances to Release Plan And Training.
Approval status: Not Started, Approval Pending, Cancelled, Rejected, and Approved.
How to Review a Release
This stage appears only when the QMS document requires review, and it must be completed before approval.
The reviewer opens the document in release and expands Review.
Read the content and add any comments, then either approve or reject the review.
Completing the review is an electronic signature: check the attestation and enter your Signature PIN.
When the review is complete, a notification goes to the approver.
Review status: Not Started (release not initiated), Not Applicable (review not required), Review Pending, Cancelled, Rejected, and Reviewed.
