Approving a document

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

Iterative REVISING and APPROVING

Document REVISING and APPROVING is iterative. If a change is made after a group has approved a document, the system detects the change, resets the review cycle, and notifies appropriate staff. This ensures every group has signed off on the final document. To view changes to the document, select the History Viewer tab. See 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.