Submitting a Document or Assessment for Approval

Important: If you submitted a document or assessment for review, you do not need to submit it to approval. The document/assessment will automatically be submitted to approval once all reviewers accept it.

If a document's or assessment's template contains no required reviewers or if it does not include the Reviewers step, you can submit the draft item directly to approval, skipping the review step. You must assign at least one approver before submitting a document or an assessment for approval.

Note: Only the document owner or an administrator can submit a draft document or assessment for approval.

After submitting a content item for approval, each assigned approver has the option to accept, revise, or decline the document or to accept or decline the assessment. As each approver acts on the content item, you receive a notification email (if your email subscription settings include these types of notifications). When all approvers have finished, you receive another email notification, and the item is sent to one of two places. If one or more approvers revise or decline the item, it goes back to Draft status. If all approvers accept the item, it is automatically published or started (unless it has been assigned a publication date sometime in the future, in which case it is moved to Pending status until that date).

Submit a Document or Assessment for Approval

  1. Find and open a document or an assessment in the Draft, Collaboration, or Review status.
  2. Click More, and then click Submit for Approval.

  3. If the document or assessment has any assigned reviewers who have not finished yet, their names will appear in the Submit for Approval box. To skip any unfinished reviewers and submit the document or assessment for approval, click OK.

  4. (Optional) Type the purpose of the new content item. Any assigned reviewers, approvers, and assignees will be able to see your comments.
  5. (Optional) To add what you wrote to this content item's discussion board, click Post to Discussion Board (see Working with Discussions for details).
  6. Click Submit, and then in the Results window, click OK.

    Note: If no approvers have been assigned yet, in the alert box, click Go there now, assign one or more approvers, and then click Submit for Approval again.