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This control will only be available for selection if the category content is not "Process" or if the "Revision" control is not checked.
It enables documents that do not have revision control to have one more step before release. This means when the user sets this control, they may configure a step to draft the document before the release and make it available to be viewed by other users.
The indexing approval configuration is performed in the following location:
▪Configuration  Category
1.In the category, access the Control tab, in the Indexing section.
2.The following option will also be available to be configured:
Option
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Checked
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Unchecked
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Indexing approval
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After finishing the drafting of the document in the "Indexing" step, the "Document approval" task will be generated for the responsible parties.
The fields described below will be enabled for completion, allowing you to configure how the approval will be performed.
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After finishing the drafting of the document in the "Indexing" step, it will be released. In this case, the fields described below can be ignored.
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Field
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Approval process
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Select the "Route" option to define that the approval will be via responsibility route.
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Route type
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Define how the revision route will be.
▪Variable: Allows the responsibility route to be selected/edited during the indexing step, furthermore, allowing the editing of its members. ▪Fixed: Allows the route to be selected/edited during the indexing step; however, it will not be possible to edit its members. ▪Fixed & unique: A standard responsibility route will be established for all documents in this category, that is, the route selected in the corresponding field cannot be edited (nor its members) during the indexing step. |
Responsibility route
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This field will be available if the previously selected approval process is "Route". In this case, select the responsibility route that will be used for the indexing approval. Use the other buttons next to the field to add a new responsibility route, edit the data of the selected route, and clear the field.
The completion of this field is mandatory if the route type is "Fixed & unique". If another route type option is selected and this field is filled out, during the indexing step, the system will use the entered responsibility route, but it will be possible to edit it. Note that only the approval responsibility routes will be available for selection.
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Option
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Checked
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Unchecked
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Allow document data editing upon approval
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The data of the document can be edited during indexing approval.
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The data of the document cannot be edited during indexing approval.
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3.Save the record.
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