Approving a document via responsibility route
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Prerequisites
- Document in a category with indexing control configured with approval.
- User on the approval responsibility list.
Introduction
The approval method for a document depends on the configuration defined in its category, in the Control > Indexing tab, with the options being via responsibility route or via workflow.
Regardless of the configuration adopted, the indexing approval of a document is performed by means of the Document approval task, whereas revalidation approval is executed through the Revalidation approval task.
The screens used for these two approval types are similar; therefore, the recommendations presented in this article are valid for both scenarios.
To complete the example of the flow displayed previously, this article will demonstrate the approval via responsibility route of the "DC-INST-010 – Instruction document" work instruction document.
Approving a document via responsibility route
Watch the video below for a practical example of the approval of a document via responsibility route:
- It will not be possible to add, edit, or delete team members who have already executed the approval task.
- If, at the time of configuring the route responsible for the approval, the "Require digital signature" option is checked, all electronic files of the document will need to be digitally signed for the approval to be successfully executed.
Conclusion
Thus, the document has been successfully approved, finishing the flow for the creation of a document with approval.
The video above covered the approval process of a document via responsibility route; to learn how to approve a document via workflow, access the Approving a document via workflow article.