Momentum QMS Help

Approval Task

1. Purpose 
   
   

• Approvers will review the document and choose to approve or route back to the review step at this stage.
  
  

2. Visible sections
   
   

3. Routing

• Please refer to the diagram in the Overview section to see an end-to-end workflow.
  
  
• The document can either be routed forward to Approved step or backward to Review step. 

4. Entering Approval Task 
   
   

• Approval task is entered once the document review is finished.
  
  
• A notification email will be sent to Approvers when entering the Approval task.
  
  

5. Submitting the Approval task
   
   

• Submitting Review Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.
  
  
• If there are multiple approvers, only one approver needs to sign the document to route the document to the approved task. 
  
  
• Any required training shall be triggered once the document is approved. 
  
  
• All documents in the Draft Attachment section shall be moved under Approved Attachment once the document is approved. 
  
  
• If the Draft task's attached file is docx, doc or csv and Convert to PDF after Approval ? checkbox under Draft Attachment section was checked, these files shall be automatically converted to PDF.  Otherwise, the attached file will remain its original file type.
• If Add Signatory Page to PDF after approval? checkbox under Draft Attachment section was checked, then a signatory page shall be added as the cover page to the approved pdf document. 

Example: