1. Confirm the Document is Ready for Approval:
- Make sure the Document has completed its Review process (or was moved directly to Approval if skipping Review).
- Check that it is in the Draft or Review Complete state and ready to proceed.
2. Start the Approval Process:
- Click the Start Approval button located in Document Information Revision section (located next to Check Out and Start Review).
- This action launches an Approval session and assigns approval actions to all Users designated as Approvers for this Document.
3. Wait for Approvers to Complete Their Action:
- Approvers will be notified and must complete their assigned Approval tasks.
- Action items such as this, will populate in the User's BaseCamp module.
- The Document will remain in the Approval stage until all Approvers have provided their decisions.
4. Approval Outcomes:
- If all Approvers select Pass, the Document automatically moves to the Published state, continuing through to Effective as configured in your workflow.
- If any Approver selects Fail, the Document returns to Draft status for further edits based on their feedback.
5. Monitor the Status:
- You can track the progress of the Approval session in the Drafts section under the Document details, which shows each approver’s status, comments, and decision.
