Sign Off Selected Document

Overview

SuiteFactory is inherently ISO9000 compliant and provides the capability of approving any file, document and or packet that has an Approval Process established. 

See the following details for document approval process.

Manage Controlled Documents (Change View)

SuiteFactory provides a special View that displays only documents that have been added to the approval process and are presently awaiting the approval of the current User. 

To select this View click on the Change View and the following Window will be displayed.

Select Controlled Document View (All Controlled Documents)

We need to select the View that displays Controlled Documents Waiting for Sigh-off as follows.

Select Controlled Document View (Controlled Document Waiting for Sign-off)

Now click the OK button and the following Window is displayed.

Manage Controlled Documents (Sign Off Selected Document)

The present View will display only those documents that are ready to be approved by this User.  In order for this User to approve this document he needs to click on the Sign Off Selected Document Icon.

Before we approve the document lets look at the approval properties for this document so you will see how the approval process changes these properties.

Manage Controlled Documents (View Approval and Signoff)

Click " View Approval and Sign-Off" Icon and the following Window is displayed.

View Approval and Sign-Off Window

As you can see there are four "Users" that are required to approve this Document.  At the moment this Document has not been "Approved" by this "User", in our case the "Administrator".  You can tell this by noticing that there is no "*" next to the "User".  Lets approve this Document and see how this Window changes. Click the Cancel button and the following Window will be displayed.

Manage Controlled Documents (View Approval and Signoff)

Select the document you want to approve and click the "Sign Off Selected Document" Icon and the view of documents to be approved will missing this document as see below.

 Manage Controlled Documents

To see what the state of this Document is we will need to change the View.  Click on the "Change View" Icon and the following Window will be displayed.

Select Controlled Documents View (Controlled Documents Waiting for Sign-off)

We need to change the view to the following so we can display the 'Approval" state of the selected document.  See below for the property to change.

Select Controlled Documents View (All Controlled Documents)

Click OK and the following Window will be displayed.

Manage Controlled Documents (Edit Approval and Sighoff)

Select the document you want to view and click on the "Edit Approval Signoff" Icon and the following Window will be displayed.

Edit Approval and Sign-Off (Administrator has approved)

As you can see there is an asterisk next to the "User" Administrator which indicates this document has been approved by the Administrator.  Since this is a "Sign Off In Specified Order" procedure the document is now be available for the "Programmer_Approval" User to approve. 

Note: This document will not be considered approved until all Users in the "Sign-Off List" have approved this document and it is within the Approval Begins/Ends dates as shown above.