Approving a Proposed Change

1. From the Document Approver dashboard on the Portal Page, select the Proposed Change Needs Approval tab.
   Result: The Proposed Change Needs Approval list is displayed.
2. Click the Document No. link of the change to be approved.
3. Click the Detail link to review the proposed change.
   
4. Once the change has been reviewed, in the Change Order tree, click the Signature link under Proposed Changes.
   
5. Check the checkbox of the change to be approved.
6. Click Action > Sign-off.
   Result: The Approval Sign-off window is displayed.
7. Click the drop down arrow and select the status:

• APPROVED - The proposed change is approved.
• INREVIEW - The review remains on the user’s Things To Do List until APPROVE or REJECT is selected. INREVIEW is used to stop the Review Escalation Policy (if applicable) and it is used to let the change order owner know that the approver is still reviewing the content before a final decision is made.
• REJECTED - The proposed change is rejected.

8. Enter a Note From Approver.
9. Browse to select an attachment to add to the approval, if necessary.
10. Enter your User ID and Password.
11. Click the Sign-off button.
    Result: The proposed change approval for this approver is now complete.

See Also

Attaching a Change Request to a Change Order from the Change Order Record

Removing a Change Request from a Change Order from the Change Order Record

Adding Attachments to a Change Order

Adding Proposed Changes to a Change Order

Routing a Proposed Change for Approval

Adding Changes to a Change Order

Implementing Changes from the Change Order Record

Routing a Change for Approval

Stopping Change Approval Routing

Routing Final Change Approval

Changing the Change Order Effective Date

Change Order Setup

Change Order End User Steps