How to Start a Release
On the saved version, select Document Release.
The Document Release Process opens with Authoring In Progress and the other stages Not Started. Until an approver is set, the banner reads "Define Approver in Document Information to initiate release." Expand Document Information. Under Access Management you can see the Authors, Reviewers, Approvers, and Target Audience drawn from the QMS document.
Set the Approval Mode (Any Approver can approve or Each Approver must approve); where the document requires review, also set the Review Mode (Any Reviewer can review or Every Reviewer must review).
Under Approvers, select at least one approver from the list. If review is required, select a reviewer as well; when it is not, a note says so and reviewers can still be added.
Once an approver is set, the banner changes to "Ready to initiate release." Select Start Release.
Because starting a release is an electronic signature, confirm the attestation ("I, [name], initiate release of document version [name]. I understand I am accountable for this electronic signature and have not shared my credentials."), enter your Signature PIN, and select Start Release.
The Document Status becomes Release Initiated, the banner reads "Waiting for any approval," and the actions become Cancel Release, Reject, and Approve. A notification goes to the reviewer (if review is required) or otherwise to the approver.
Authoring status is In Progress while the release is being set up, and Completed once it is initiated.
