Approval Task


  1. Purpose 

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

  1. Visible sections

Sections

Visible

Editable

Identification Details

Draft Attachment

Review Log

Hard/Printed Copy Distribution List

Related Document

Training

Approved Attachments


  1. 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. 


  1. 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.

  1. 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: