General

Notes:

1. For records requiring approvals:

   • Approvers can only be added in Open and Under Review statuses.

   • By default, the record owner is automatically included as an approver with the "Owner" type. The type cannot be changed unless the record's Owner is changed.

2. For actions requiring reviewers:

   • Reviewers can be added in any status of the action.

   • The assigned user cannot be added as a reviewer.

To add a user, press the add user icon found in the top right corner.

Approvals Example

Reviewers Example

A window will appear allowing you to identify the approvers/reviewers. You can select from the following types of signature approvers/reviewers:

1. System Signature
2. Email Signature
3. Manual Input Signature

Approver and Reviewer Details: Table Overview

The approval/reviewer section presents a table with the name, position (if applicable), type, approval status, signature date, and available actions.

Approvals/Reviewers Table Example

1. User's Name

2. Position (if applicable)

3. Approver Type

4. Signature Status

5. Signature Date

6. Actions

Type

The approval type can be edited when the status of the principal record is either Open or Under Review, as long as the signature of approval has not been completed.

Tips

• Action Reviewers:

  • The type can be changed in any status.

  • For the action reviewer type, you can only select from Auditor, Manager, QA, Reviewer or SME.

Status

The Status column indicates the current state of the user's signature. Approval status can be modified when the main record is in Under Review. Once the action is completed, the approval or review becomes final and cannot be changed or removed.

Notes:

• Under the actions for Investigation Requests and Investigations, the only selectable status is Reviewed, which is available only when the status is Done or Canceled.

Example options in the approvals Status column

Example options in the reviewers Status column

Tips

1. Approvers

   • If the signature was approved, the signature is outline in green color.

   • The signatures will be cleared if the main record status changes from Open and go back to Under Review.

2. Reviewers:

   • If the signature was reviewed, the signature is outline in green color.

   • The signatures will reset if the action is changed for any status.

Signature Date

The signature date column displays the date when the users provide their signatures. The date is in military format: MM/DD/YYYY H:M

Notes: When manually entering approval or reviewer type, the signature date must be in the MM/DD/YYYY date format.

Notifications

The following presents the different notifications that will be sent to the approvers or reviewers at the email address associated with their user account.

Tips

• Email and manual input signatures will be delivered to you if a valid email is added.

• The email notification content may vary depending on the type of record to which you were added as an approver or reviewer.

When is Added

An example of a main record status is Open when approvers or reviewers have been added.

Notes: This notification is also sent for actions that are in Pending or In Process status.

Example for a main record status in Open

An example of a main record status is Under Review when approvers or reviewers have been added.

Notes: This notification is also sent for actions that are in Done or Canceled status.

Example for a main record status in Under Review