Approving a document

Approvers belong to a review queue and are notified by email when a document is ready for approval.

REVISIÓN y APROBACIÓN iterativas

La REVISIÓN y la APROBACIÓN de los documentos son iterativas. Si se hace un cambio después de que un grupo aprueba un documento, el sistema detecta el cambio, restablece el ciclo de revisión y notifica al personal relevante. Así se garantiza que el documento final esté aprobado por cada grupo. A fin de ver los cambios en el documento, seleccione la ficha para ver el historial. Consulte Viewing a document's history.

Approve a document

You should receive an email with a link to the document to approve. Or you can search for the document from the left menu, Documents.

You may need to take ownership of a task on the document's Review Cycle tab before you can approve the document. See Taking or releasing ownership of a task.

Follow these steps to approve the document.

  1. Access the document. See Finding and managing documents.

  2. Select the document's Document Editor tab.

  3. Select the Preview button to review the document as it will appear when it is published.

  4. Go to the Review Cycle tab.

  5. In the lower right of the screen select Document Approved or Document Not Approved. Enter a reason. If the document is not approved, the system automatically restarts the REVISING phase and continues this iteration until all approvals are secured.

  6. Once all approvals are secured, the document moves to the PUBLISHING phase. See Publishing a document.

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