How to review and approve the changes requested?

How to review and approve the changes requested?

  1. Enter the "Document Control" module from the left sidebar.
  2. Click on the "Review Change" or "Approve Change" button in the process flow, as appropriate.
  3. A list will appear with all the documents you have pending review or approval. Click on the "actions" button and then "details" for the document you want to review or approve.
  4. The document details and reasons for the change will appear.
  5. Review the current document and the proposed one in the request by clicking on the corresponding button.
  6. Analyze the change and enter your review or approval comments.
  7. Select whether you accept or reject the request by clicking on the corresponding button.

You can access the task directly from the notification panel by clicking on it.
If you accept the request for review, an email will be sent to the approver to continue the flow.
If you accept the request for approval, an email will be sent to all personnel with access to the document, indicating acceptance of the change, and the document will be updated in the "document viewer."
If you reject at any stage, an email will be sent to the requester indicating rejection, and the process will end (the rejected file will not be saved in the software).
If a change is rejected at any stage, you must make the changes and start over.


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