Approving / Commenting on Draft Documents

 

While you should normally approve a document when it is in the draft register, if you are named as an approver (or if you have permission to approve on behalf of another user), you can also approve the document when it is in the draft approved or active registers.

 

You can approve a document directly from the list view by clicking its icon. However, it is better to open and read the document first, then approve it from its details view. To do this:

 

1. Open the document record and expand the Approved By section.
2. Click the Respond link beside your name (or another person's name if you have permission to do so).
3. From the drop-down list, select whether you are accepting or rejecting the document.
4. Enter a comment below (if you are rejecting the document, it is important to explain exactly why you are doing so), then click [OK] to save.
5. You can make changes to your comment by clicking Edit.

 

- If you wish to make changes to approvers or the approval workflow, you will need to use the Windows version of Q-Pulse.

 

Even if you are not named as an approver of a draft document, you can still comment on it. To do this:

 

1. Open the document record and expand the Approved By section.
2. Click the icon, add your comment, then click [OK].

 

If this icon is missing, this means that the document has not yet been submitted for approval. You will need to contact the document owner to do this.