Approving a document

Approvers belong to a review queue and are notified by email when a document is ready for approval.

You should receive an email with a link to the document to approve. Or you can search for a particular document from the left navigation menu under Documents.

You must take ownership of a task on the document's Review Cycle tab before you can approve the document. For more information, see Taking or releasing ownership of a task.

Follow these steps to approve a document:

1. Navigate to Finding and managing documents.

2. Select the document's Document Editor tab.

3. Select the Preview button to review the document.

4. Go to the Review Cycle tab. For more information, see Document review cycle.

5. Complete all steps under review queue before proceeding to the APPROVING phase.

6. In the lower right of the screen select Document Approved or Document Not Approved. Enter a reason. If the document is not approved, the system automatically restarts the REVISING phase and continues this iteration until all approvals are secured.

7. After all approvals are secured, the document moves to the PUBLISHING phase. For more information, see Publishing a document.

Révision et approbation de documents

Réviser et approuver un document est un processus continu. Si une modification est apportée après l’approbation d’un document par un groupe, le système détecte la modification, réinitialise le cycle d’examen et avertit le personnel approprié pour la révision ou l’approbation des documents.. Cela permet de s’assurer que chaque groupe a approuvé le document final.

Pour afficher les modifications apportées au document,

1. Sélectionnez l’onglet Visionneuse d’historique. Pour plus d’informations, consultez la rubrique Viewing a document's history.