Quick Reference for Approver

An Approver can use this quick reference when using Office Online integration.

Note: To support using PolicyTech on multiple devices, the user interface is responsive to screen and window size. In smaller spaces, labeled options become icons or are moved to remain accessible.

Access a Document

You can access a document in two ways:

  • In your email application, open the Approval required message and click the link. You received this email because you were assigned as an approver.

  • In PolicyTech, click My Tasks and find the document under Approve. You have this task because you were assigned as an approver.

  • If the document is currently checked out, you can select Notify me by email when the document is no longer checked out. Or you can simply click OK to continue viewing the document in read-only mode.

Approve a Document

You can choose responses when approving a document.

  • Accept. the document as accurate and complete, thus indicating the document is ready for publication to readers.

  • Discuss. To avoid restarting the review and approval process, first consider starting a discussion to resolve issues.

  • Revise. Directly edit the document content, which sends the document back to its owner when all approvers have finished.

  • Decline. When you decline a document, provide a reason.

Revise a Document

You can revise a document and see tracked changes you and other reviewers have made.

  1. To directly edit the document content, click Revise and click Revise again to confirm.

  1. Click the Edit Document button, then, if you have desktop Word, click Go for Open in Office so you can see tracked changes you can other reviewers have made.

  • Otherwise, click Open with Microsoft Office Online. Your changes will still be tracked—you will not see redlining and other change notations in the text.

  1. If you can see tracked changes, place your cursor over a change to see who made it and when.
  1. Do one of the following:

  • If you are working in desktop Word, save the revised document and close Word.

  • If you are working in Word Online, click Back to PolicyTech.

  1. Click Done Revising, explain your revisions, click Save and OK.