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Approval
During processing, different document statuses
may be set by one or more people in order to allow the next processing step.
The people responsible must make a digital signature for this.
In this work step you make settings for the
digital signature.
After making the settings, assign the digital
signature to the document status (Activity: Control data -> Define document
type -> Define document status). Approval process for documents
There are the following approval
procedures:
- One pair of eyes
principle
One
authorized person must make a digital signature.
After she/he has signed:
- The document can no longer be
changed
You can only set a
pre-defined follow-up status.
- More than one pair of eyes
principle
Several authorized people must make a digital signature.
- After the first person has signed, the system
recognises that the authorization process has not yet been completed. Each
authorized person saves the document after he/she has signed.
- the document cannot be changed.
- The procedure can be terminated by each person
who is authorized to make a digital signature. In this case, the system resets
the status that was set before the approval process started.
Note:
The document is in
an intermediate stage during the signature process. You should, therefore,
define an additional document status (for example: Being
signed). The Released status, for
example, can then only be set after a digital signature has been made
successfully.
If more than one signature is required to set a
status, make the following settings for the approval procedure: