Who is this article for?

Ideagen EHS Users approving and rejecting a document.

Access to Document Approval access is required.

Document approval is a process in which a document is reviewed and approved by one or more individuals before it is considered final and ready for distribution or use. 

The approval process may vary depending on the organization but typically involves reviewing the content of the document to ensure accuracy, completeness, and compliance with relevant standards, regulations, or policies.

This article outlines how to respond to an approval process and is split into the following sections:

1. How to Approve or Reject a Document
2. Further Reading

1. How to Approve or Reject a Document

1. Click Documents and then Document Management.
2. Click Manage Documents.
3. Navigate to the All Tasks section.
4. Select the Document from the list.

5. Enter the Approval or Rejection Comments
6. Select the Approve or Reject button

What Happens Next?

• If the Approve button is selected the document is ready to be released and submitted to the approver to release the document.
• If the Reject button is selected the document is submitted to the document owner or coordinator to update the document for approval.

2. Further Reading

• How to Release a Document