Summer 2026 Help
Summer 2026 Help
Breadcrumbs

Defining Approvers

Overview

At least one Approver must be added to various CQ records in order for the record to move to the next Stage/Status.

Prerequisites

Available in: All Records with Approvals

Installed Package: CQ Approval - Winter 2025

User Profile: Standard User

Permissions: CQ Base User PSG and CQ Record Owner PSG

Users: Active Users for Approval assignments

Queues: Optional, see Queues

Job Functions: Optional, see Job Functions

Instructions

  1. From the CQ record, click the Define Approvers button under Next Best Actions.

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Example Controlled Document Approval Steps

  1. Enter the Step number to indicate the order in which approval transactions will occur.

  • If Step 0 is defined, it acts as an anytime approval step, becoming active immediately upon submission along with the lowest non-zero level steps in a multi-level workflow.

  • Anytime approval steps can be completed at any point in the workflow before, during, or after other levels as long as they are finished before the process is closed.

  • The approval process is complete only when all steps including Step 0 and all non-zero levels are successfully finished.

  • Anytime approval steps allow actions by a Delegated Approver (Approve, Reject, Recall, Reassign) if the delegation is set in the user profile before the step is activated.

  • Anytime approval steps will support the User/Queue, with or without an associated Job Function.

  1. Optionally, select a Job Function if indicating that only assigned approvers can complete the step, and they must be current on required training to perform the approval.

  2. Select User or Queue, then search and select the User or Queue name for the Approval Step. If Job Function is entered, then only associated Users/Queues will display for selection.

  3. Optionally, enter the Allowed Days to complete the approval. Overdue Approvals can be tracked by creating a Report in CQ.

  4. Click the + icon to add additional Approvers. Click the Trash icon to remove any Approvers.

  5. Click the Save button.

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Results

  • Approvers are added and assigned by Step number and by Stage.

  • The Submit for Approval button is now activated under Next Best Actions.

  • A newly added green checkmark indicates that at least one Approver exists.

  • Record can now be Submitted for Approval.

Troubleshooting

Additional Resources

CQ Resources

  • Submitting Approvals

  • Recalling Approvals

  • Reassigning Approvers

  • Completing Approvals

  • Comparing Documents for Approval

Summer 2026