Completing Approval for Document Release

Purpose

As a Document Approver, you can complete the Release Approval to confirm the document is accurate, compliant, and ready for use. This action records your decision and allows the document to move to its effective status.

Prerequisites

Installation Package: CQ Core, CQ Approval

Product: QualityQuest

Function: Controlled Documents, Template Documents

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Document Approver PSG

Record Approval Status: In Release Approval

Steps

1. Open the Email notification or a Home tab notification for document approval.

2. Click Approve/Reject to open the Document record.

3. Provide a Comment and specify the Password, if applicable.

4. To approve the Document, click Approve in the Next Best Actions section. To reject the Document, click Reject.

Expected Outcome

• The approval decision appears on the Workflow tab.

• If approved, the document Stage is Approved.

• If rejected, the document Stage is Draft and the Approval Status is Rejected.

• The Approval activity appears in the Record Activities section on the History tab.

Additional Resources

CQ Resources

• Reassigning Approvers

• Comparing Documents for Approval