How to Submit a Document for Approval
Who is this article for?Ideagen EHS Users uploading a document.
Access to Document upload access is required.
When the document details are complete then it is time to submit the document for approval.
Document approval is the process of reviewing and approving documents to ensure that they meet regulatory requirements and internal standards.
Document approval typically involves multiple levels of review, including the author of the document, a supervisor or manager, and potentially other stakeholders such as legal or environmental health and safety professionals. The review process may include checks for accuracy, completeness, consistency, and alignment with applicable regulations and policies.
Once a document has been approved, it will be released and distributed to relevant parties, such as employees, contractors, or regulatory agencies, as needed. Approved documents may also be subject to periodic review and updates to ensure that they remain current and accurate.
This article outlines:
1. How to Submit the Document for Approval
- Click Documents and then Document Management.
- Click Manage Documents.
- Open the document record.
- Click the Submit For Approval button.
Note: Approvers identified on the document record will be notified of their required actions when a document is submitted for approval.