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Programming approval

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Task:

Programming approval

Who receives it:

Members of the approval route in the verification programming (Approval section).

When:

The verification programming is closed, if the planning approval step is configured in the activity associated with the plan.

Purpose:

To approve the verification programming of the asset.

 

How to execute this task:

 

1. Select the desired asset from the list of pending records.

 

2.After that, click on the toolbar button.

 

3.In the Approved field on the screen that will be opened, select the "Yes" option to approve or the "No" option to reject the verification programming. The Date field will be filled out by the system with the date on which this operation is being performed.

 

The following tabs are also available:

Checklist

This tab will only be displayed if the responsibility route member who is performing the approval has an associated checklist. The objective of this checklist is to assist the responsible party in the approval or rejection of the verification execution. In order to answer the questions, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.

 

Comment

Use the Comment field to register important information referring to the execution approval. If the verification execution is rejected, the completion of this tab is mandatory. In that case, you must enter an explanation for rejecting it.

 

Route

This tab will only be displayed if the "Edit the approval flow?" option was checked at the moment of defining the responsibility route member that is executing the approval. In it, it is possible to edit the flow of the members responsible for approving the verification execution.

On the side toolbar, the following buttons are available:

Click on this button to add a new approver. Refer to the Configuring a responsibility route section to obtain a detailed description on how to perform this operation. Notice that by adding a new responsible party in a route associated with the execution approval, this addition will not be replicated to the route record made by the Configuration Responsibility route menu.

Click on this button to edit the data of the responsible for approval selected in the list of records.

Click on this button to delete the responsible for approval selected in the list of records.

Click on this button to identify the approval status (AS column), i.e., the action that was taken by the members of the responsibility route.

 

Those members who have already approved the document cannot be added, edited or deleted.

 

4.Save the record after filling in the fields above. If the programming is:

▪Approved: The verification goes to the execution step.

▪Rejected: The verification returns to the programming step.