Submitting Documents for Release Approval

Purpose

As a Document Owner, you can submit a finalized document for Release Approval to confirm its content meets required quality, compliance, and process standards. This task ensures reviewers and approvers evaluate the document before it becomes effective.

Prerequisites

• Installation Package: CQ Core, CQ Approval

• Product: QualityQuest

• Function: Controlled Documents, Template Documents

• User Profile: Standard User

• Permissions: CQ Base User PSG and CQ Document Owner PSG

• Approvers: at least one Approver is assigned

• Record Status: Draft

Steps

1. Open the Controlled Document.

2. Click Submit for Approval in the Next Best Actions section.

Expected Outcome

• Document Approval Status is set to Pending.

• Email notification is sent to approvers.

• The Submitting Controlled Document for Approval activity appears on the History tab.

Optional Configurations

• Queues

• Job Functions

Additional Resources

ComplianceQuest

• Defining Approvers

• Recalling Approvals

• Reassigning Approvers

• Completing Approval for Document Release