How to approve a document

If you have been assigned as an approval officer to approve a document, you will receive a task in LOGIQC QMS to approve a document.

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Click on the document name to open the item.

Review the document details form

Prior to completing the task actions, you will need to review the document details form and ensure the viewing permissions set are appropriate, the related work area and meeting to monitor the task are correct and all other fields have been filled out correctly.  As an approving officer, you can adjust these settings in the details form.  To view the details, select 'See document details' in your task options form or scroll up to the view the Documents details form.

Once you are happy all the details are accurate and correct, you can now go ahead and review the document for approval.

Approving the document

  1. When you open the document item, the form will open at the task options screen
  2. Select your action from the task options and complete the required fields
  3. Select 'Save'

 Task options explained

Approve recommended document

To view the document, select 'Open document' in the tasks options screen.

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Select if you want to approve the document and make it available to staff via the Documents register.

Required fields:

  • Due date for revision - Set a review date for the document

Optional fields

  • Comments - Add any informal comments that you think are relevant 
  • Review officer - You can choose to assign a review officer at this point so the document will automatically be sent to the Review officers for review on the document review date

 

Reject recommended document and un-publish

To view the document, select 'Open document' in the tasks options screen.

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Select if you have viewed the document and would like to reject and unpublish the document submitted for approval

Required fields:

  • Comment - Add your comments as to why you have rejected the document

Request further action

To view the document, select 'Open document' in the tasks options screen.

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Select if you have viewed the document and would like to someone to review the document further or make changes.

Required fields:

  • Instructions for additional action - Add your comments for the review officer to follow
  • Review officer - Assign a review officer to review the document prior to final approval
  • Re-work due date - Assign a due date you require the review to be completed by 
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