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Procedure documentationUpdating Approval Templates

 

As an authorizer (manager/senior member) you can modify approval templates, but the stages of an approval template cannot be deleted once documents are created using that approval template. For example, you can modify to which document the approval template applies.

Procedure

  1. Choose Start of the navigation path Administration Next navigation step Approval Procedures Next navigation step Approval Templates End of the navigation path.

    The window is opened in the Add mode. To search for an existing approval template, switch to the Find mode.

  2. Use the search functions to locate an existing approval template, and modify it if necessary.

  3. To save the changes, choose the Add button.