Edit Approval and Signoff

Overview

SuiteFactory is inherently ISO9000 compliant and provides the capability of establishing an approval process for any file, document and or packet.  This process allows any authorized User to be part of the Approval Process establishing start and end times and sign-off order.

See the following details for establishing the document approval process.

Manage Controlled Documents (Edit Approval and Signoff)

Select the particular document you want to establish the Approval process for and click on the "Edit Approval and Sign-Off" Icon and the following Window will be displayed.

Edit Approval and Sign-Off Window (Blank)

To start the process check the Approved check box and the following Window is displayed.

Approved (depend on start time, end time and sign-off)

To start the process you need to set the start and ending dates for a document to be approved. Select the start and end dates below.

Approval Begins/Ends

Click on the above dates to set the desired start and end date.

Required Sign-Off on Approval

Now click on the check box Required Sign-Off on Approval and the list of possible "Approvers" are displayed.  See below for how to select "Approvers".

Authorized Users

Select the "Approvers" you want to Approve this file and click the Right Arrow to move them into the Sign-Off List window.

Note:  When an approved User signs-off a document an * will appear next to the Users name.

Choose Sign-Off Order

There are two methods for signing off a Document, one is in any order the other is a selected order.  See below for details.

Sign Off in Any Order

Select the "Sign Off in Any Order" button to allow Users to randomly sign-off a document.

Sign Off in Specified Order

Select the "Sign Off in Specified Order" button to require Users to approve a document in a specific order.

Click the OK button to save and accept the above.