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Procedure documentationApproving Draft Documents Locate this document in the navigation structure

 

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.

Procedure

Approving draft documents from the Request for Approval window
  1. Choose   Window   Messages/Alert Overview  . The Messages/Alert Overview window appears.

  2. To display the details of the message in the Request for Document Approval area, select the required message.

  3. To open the Request for Approval Window, click Link Arrow (Link Arrow). This displays document and authorization details.

  4. In the Decision list, select the Approved option.

    Note Note

    You can reject the document, and an internal message is sent to the document originator.

    End of the note.
  5. In the Remarks field, enter a remark (optional).

  6. Choose the Update button. An internal message is sent to the document originator regarding the approval.

Approving draft documents from the Approval Decision Report window
  1. Choose   Administration   Approval Procedures   Approval Decision Report  . The Approval Decision Report — Selection Criteria window appears.

  2. To generate the report choose the required criteria.

  3. Choose the OK button. The Approval Decision Report Window appears.

  4. In the Answer column, select the Approved option from the list for the selected document.

    Note 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.

    End of the note.
  5. Choose the Update button. An internal message is sent to the document originator regarding the approval.