Overview

When a document is submitted for approval, designated approvers receive a notification to review and approve or reject it. The My Approvals page provides a centralised queue of all documents waiting for your review.

Who can access this: Admin Quality Manager Any designated approver

Navigation: Sidebar → Document Control → My Approvals

 

Step-by-Step Instructions

 

Viewing Your Approval Queue

  1. Navigate to Document Control → My Approvals in the sidebar.

  2. You'll see a list of documents awaiting your review, showing the document title, category, version, and when it was submitted.

 

Approving a Document

  1. Click on a document in your approval queue to open it.

  2. Review the document content, metadata, and any training configuration.

  3. Navigate to the Workflow & Approval tab to see the approval chain and your step.

  4. Click Approve. You may be prompted to add a comment (optional).

  5. If your step is the final approval in the chain, the document will move to Published status. Otherwise, it advances to the next approver.

 

Rejecting a Document

  1. Open the document from your approval queue.

  2. Click Reject. You will be prompted to provide a reason for rejection.

  3. Enter your feedback explaining what needs to be changed.

  4. The document returns to Editing status and the author is notified with your rejection comments.

Tip: When rejecting a document, provide specific, actionable feedback so the author can make the necessary corrections quickly.

 

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