Approved Task


  1. Purpose

  • The contract will be recorded as Approved at this step of the workflow. 

  1. Visible sections


Sections

Visible

Editable

Identification Details

✔

✔

Draft Attachment

❌

❌

Notes/Communication Log

✔

✔

Hard/Printed Copy Distribution List

✔

✔

Risk Assessment

✔

✔

Related Document

✔

✔

Training

✔

✔

Approved Attachment

✔

✔


  1. Routing


  • Please refer to the diagram in the Overview section to see an end-to-end workflow.

  • Contract reaches the end of the workflow. 



  1. Entering Approved Task

  • The approved task is entered after a contract is approved.

  • A training (if available) is triggered when entering Approved task. 

  1. Available actions

  • The contract can be initiated change when it is approved. 

  • Initiate Change includes three actions: Create a new version, obsolete contract and set a review date. 

  • To initiate change, click INITIATE CHANGE button on the top right. 







Fields

Field Explanation

Parent Document
  • Define the current document to initiate change. 

Reason for Change
  • Define the explanation for making change.

Supporting Document
  • Define any supporting documents for the change.

Type of Change
  • Define the type of change.
  • Allow selection from 3 options: Create new Version, Obsolete Document and Set Review Date.