# General

{% hint style="warning" %}
**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.
     {% endhint %}

To add a user, press the add user icon ![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgsTysPEd8zp3r7ct2b28%2Fuploads%2FuccZwhVYeIhgSsuTj00M%2Fadd%20approver.png?alt=media\&token=9034f8fa-f307-4787-bbe2-a109204782a7) found in the top right corner.

<figure><img src="/files/p6vvOUPmrYt6Qq8bDEW4" alt=""><figcaption><p>Approvals Example</p></figcaption></figure>

<figure><img src="/files/75VcsjOYbG4ynH9aybOL" alt=""><figcaption><p>Reviewers Example</p></figcaption></figure>

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](/help-center/ciqa-eqms-user-guide/features/approval-reviewer-management/general/system-signature.md)
2. [Email Signature](/help-center/ciqa-eqms-user-guide/features/approval-reviewer-management/general/email-signature.md)
3. [Manual Input Signature](/help-center/ciqa-eqms-user-guide/features/approval-reviewer-management/general/manual-signature.md)

## 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.

<figure><img src="/files/0wJwVOqsEF878Iqe2CYo" alt=""><figcaption><p>Approvals/Reviewers Table Example</p></figcaption></figure>

1. User's Name
2. Position (if applicable)
3. Approver Type&#x20;
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.

<figure><img src="/files/OaWIcQX0crGLHNBb7IyP" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**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**.
    {% endhint %}

### 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.

{% hint style="warning" %}
**Notes:**

* Under the [actions](/help-center/ciqa-eqms-user-guide/getting-started/user-dashboard/my-actions.md) for [Investigation Requests](/help-center/ciqa-eqms-user-guide/modules/quality-assurance-management/incidents-capa-and-nc-management/investigations-requests.md) and [Investigations](/help-center/ciqa-eqms-user-guide/modules/quality-assurance-management/incidents-capa-and-nc-management/investigations-management.md), the only selectable status is Reviewed, which is available only when the status is Done or Canceled.
  {% endhint %}

<figure><img src="/files/de7fWP6zbAUGMd1HmuRz" alt=""><figcaption><p>Example options in the approvals Status column</p></figcaption></figure>

<figure><img src="/files/zLANyFIFBgggauB4ctpA" alt=""><figcaption><p>Example options in the reviewers Status column</p></figcaption></figure>

{% hint style="info" %}
**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.
     {% endhint %}

### 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

{% hint style="warning" %}
**Notes:** When manually entering approval or reviewer type, the signature date must be in the MM/DD/YYYY date format.
{% endhint %}

<figure><img src="/files/ICZod0Iff5SCYWLPgEf4" alt=""><figcaption></figcaption></figure>

## 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.

{% hint style="info" %}
**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.
  {% endhint %}

### When is Added

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

{% hint style="warning" %}
**Notes:** This notification is also sent for [actions](/help-center/ciqa-eqms-user-guide/getting-started/user-dashboard/my-actions.md) that are in **Pending** or **In Process** status.
{% endhint %}

<figure><img src="/files/7H5MYU78bkg3bO8j0sqz" alt=""><figcaption><p>Example for a main record status in Open</p></figcaption></figure>

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

{% hint style="warning" %}
**Notes:** This notification is also sent for [actions](/help-center/ciqa-eqms-user-guide/getting-started/user-dashboard/my-actions.md) that are in **Done** or **Canceled** status.
{% endhint %}

<figure><img src="/files/y1be3D9Jk4FHSpnci9kL" alt=""><figcaption><p>Example for a main record status in Under Review</p></figcaption></figure>


---

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```
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```

The question should be specific, self-contained, and written in natural language.
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