Task:
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Revalidation approval
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Who is notified:
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The users defined as members of the responsibility route for the approval, associated to the configuration of the validity or revalidation of the document.
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When:
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A revalidation is sent for approval.
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Purpose:
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Approve or reject a document revalidation.
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How to execute this task:
1.
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In the list of pending records, select the desired document.
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2.
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After that, click on the  button on the toolbar. For a further description of the other buttons on the main screen of this task, see the Execution  Revalidation approval menu.
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3.
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In the Approved field on the screen that will be opened, select the "Yes" option to approve or the "No" option to reject the revalidation. The Date field will be filled out by the system with the date on which this operation is being performed. The following tabs may also be available:
Checklist
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This tab will only be displayed if the responsibility route member who is performing the approval has an associated checklist. It is intended to assist the person responsible for the approval or rejection of the revalidation. 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.
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Comment
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Use the Comment field to register important information referring to the revalidation approval. If the revalidation is rejected, filling out this tab will be mandatory. In that case, you must enter an explanation for rejecting it.
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Route
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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 the revalidation approval. To do that, in the toolbar placed next to the list of records, use the following buttons:
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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. Note that by adding a new responsible user to a route associated with a revalidation approval, this addition will not be replicated to the route record made through the Configuration Responsibility route menu.
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Click on this button to edit the data of the responsible for approval selected in the list of records.
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Click on this button to delete the responsible for approval selected in the list of records.
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Click on this button to identify the approval status (AS column), i.e., which action was taken by the members of the responsibility route.
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Those members who have already approved the document cannot be added, edited or deleted.
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4.
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After filling in the required fields, save the record. If the revalidation is:
▪Approved: It will become the current revalidation for the document. ▪Rejected: It will be sent again to issue (Management Revalidation or My tasks Execution Document due date), so that the responsible users set a new validity configuration for the document. In this case, an e-mail will be sent to the user who executed the approval, informing them of the rejection.
▪If during the configuration of the approval responsibility route the "Require digital signature" option is checked, in order to successfully execute the approval, it is necessary for all of the document's electronic files to be digitally signed. |
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