Approval Workflows are one of the Three Pillars of PolicyStat, and users assigned permissions to serve as Approvers are essential to the process. The interactive tutorial demonstrates how a document proceeds through a traditional Approval Workflow from the final edits to the document becoming active. Documented steps are listed below the tutorial link.

The article and tutorial address how to approve documents by Document Owners and Approvers.

For more about: 

Approve a Pending Document (02:17)

NOTE: Viewing the tutorial requires Adobe Flash Player. For assistance, please contact your IT department.

  

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Steps to Approve a Document

From the PolicyStat Home tab:
homeTab_area.png

  • Under the Policies Requiring Approval heading, click the document you wish to approve (or reject).

 

  • Review the policy.
  • Add feedback* in the Please leave your feedback field (optional).
    *NOTE: Any feedback will be visible to any user with editing/approving rights on the policy.
  • Click Approve Policy (or Document).*
    *NOTE: This sends the document to the next Approver in the Workflow or makes the document live/active if you are the final Approver in the Workflow.

     

 

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Using the PolicyStat Notifications link:

  • While logged in to PolicyStat, click the Notifications link in the toolbar on the top right of any PolicyStat page.

     

 

  • Locate the document you wish to approve (or reject) and click the link.   
  • Review the policy.
  • Add feedback* in the Please leave your feedback field (optional).
    *NOTE: Any feedback will be visible to any user with editing/approving rights on the policy.
  • Click Approve Policy (or Document).*
    *NOTE: This sends the document to the next Approver in the Workflow or makes the document live/active if you are the final Approver in the Workflow.

     

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To access from your email:

  • Find the email notification you received from PolicyStat informing you of the policy requiring your approval.
  • Click on the direct link to the policy requiring your approval.

     

  • Log in to PolicyStat and review the policy.
  • Add feedback* in the Feedback field (optional).
    *NOTE: This will be visible to any user with editing/approving rights on the policy.
  • Click Approve Document.*

*NOTE: This will send it to the next Approver in the Workflow or make it live/active if you are the final Approver.

     

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Are the changes simple and require an Override instead? 

PolicyStat allows Administrative Overrides for Site Admins for cleaning up text edits or other minor errors. To find out more, see this article.

 

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How does the Approval Workflow work, exactly?

The diagram below is an example of how new and revised policies go from "draft" mode to "active" by going through the approval process. If any one of the Approvers rejects the proposed changes and re-pends for approval, the process starts over and the draft goes back to the first Approver.

For a full summary of the Approval Workflow process, see this article.

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This article applies to the following user roles:

owner.png aeditor.png amanager.png siteAdmin.png

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Comments

  • Trying to find info on how to make a policy "active." This needs to be documented in more than a graphic buried at the bottom of the workflow process. Very hard to find. Thanks!