Purpose
As a Document Owner, you can release a document to make the approved version available for use. This action records the final approval and moves the document from Draft to its effective status.
Prerequisites
Installation Package: CQ Core
Product: QualityQuest
Function: Controlled Documents, Template Documents
User Profile: Standard User
Permissions: CQ Base User PSG, CQ Document Owner PSG
Record Status: Approved, Prerelease
Auto Release: Checked or Unchecked
Steps
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Open the Controlled Document.
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Click Release in the Next Best Actions section, or from the Action Menu if Auto Close is checked.
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Specify the Effective Date.
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Provide a Comment and specify the Password, if applicable.
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Click Save.
Expected Outcome
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The Document Stage and Status is set to Current when the Effective Date is met.
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The Release Document activity appears in the Record Activities section on the History tab.
Additional Resources
ComplianceQuest
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