Show TOC

Procedure documentationSetting Up and Working with Document Approval Processes Locate this document in the navigation structure

 

In this topic you learn about roles and responsibilities during the approval process.

Prerequisites

To activate the approval process, choose   Administration   System Initialization   General Settings   BP   tab and select the Activate Approval Procedures checkbox.

Note Note

You can activate or disable this function at any time.

End of the note.

Note Note

Users defined as originators of the documents requiring approval cannot change this setting.

End of the note.

Procedure

  1. Create approval stages during the implementation phase.

    For more information, see Creating Approval Stages.

  2. Create an approval template during the implementation phase.

    For more information, see Creating Approval Templates.

  3. View approval requests and their status during the production phase.

    For more information, see Viewing and Managing Messages/Alerts.

  4. Approve or reject draft documents during the production phase.

    For more information, see Approving Draft Documents.

  5. Save draft documents as regular documents during the production phase.

    For more information, see Saving Drafts as Regular Documents.

  6. Cancel an approval procedure for a document, and restart it later.

    For more information, see Canceling and Restarting Approval Procedures.

  7. Generate a report about the approval status of various documents during the production phase.

    For more information, see Generating the Approval Status Report.

  8. Generate a report about pending approval decisions for various documents during the production phase.

    For more information, see Generating the Approval Decision Report.

The following figure shows the document approval process, and the users that can perform the various tasks:

This graphic is explained in the accompanying text.