Setting a Document or Questionnaire as Approved

There may be times when an administrator or will need to set a document or questionnaire as approved without going through the normal review and approval process. For example, documents may have already been reviewed and approved outside of PolicyTech and therefore do not need to be reviewed and approved after importing them. An administrator who completes the Set As Approved action will be listed in the Approver Status page as having approved that document/questionnaire, and any other reviewers and approvers who have not completed their assigned tasks will be marked with a skipped status.

1. Find and open the document or questionnaire you need to set as approved (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
2. Do one of the following:

• If the document/questionnaire is in Draft or Collaboration status, click , and then click Set as Approved.

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• If the document/questionnaire is in Review or Approval status, click Options, and then click Set As Approved.

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3. An alert appears showing the assignees (writers, reviewers, or approvers) who will be skipped if you continue. Click OK.
4. Type your reason for setting the document/questionnaire as approved.

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5. (Optional) To add what you wrote to this document's/questionnaire's discussion board, click Post to Discussion Board (see Working with Discussions for details on adding recipients and making the discussion private).
6. Click Submit, and then click OK.

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