As an authorizer you approve draft documents added by an originator. Once the document is approved, the authorizer or the originator saves it as a regular document.
You approve draft documents in the Request for Approval window when you are reviewing messages in the Messages/Alert Overview window.
You approve draft documents in the Approval Decision Report window when you generate a report of the status of draft documents requiring approval.
Choose
. The Messages/Alert Overview window appears.To display the details of the message in the Request for Document Approval area, select the required message.
To open the Request for Approval Window, click (Link Arrow). This displays document and authorization details.
In the Decision list, select the Approved option.
Note
You can reject the document, and an internal message is sent to the document originator.
In the Remarks field, enter a remark (optional).
Choose the Update button. An internal message is sent to the document originator regarding the approval.
Choose
. The Approval Decision Report — Selection Criteria window appears.To generate the report choose the required criteria.
Choose the OK button. The Approval Decision Report Window appears.
In the Answer column, select the Approved option from the list for the selected document.
Note
To approve several documents simultaneously, select the required rows and choose Global Update. In the Global Update window, you can approve or reject all the selected documents and include a remark. The remark is copied to all the documents in the report results.
Choose the Update button. An internal message is sent to the document originator regarding the approval.