Screenshot...
All documents and questionnaires created in PolicyTech must go through the publishing process before they can be assigned to users (assignees). There are seven possible stages or statuses in the publishing process: Draft, Collaboration, Review, Approval, Pending, Approved, and Archived.
The process starts when a document owner writes the original draft of the document/questionnaire. If desired, the document owner can collaborate with other writers to complete the first draft. The document owner then submits the document/questionnaire to Review, where each reviewer can accept, revise, or decline it. If all reviewers accept the document/questionnaire, it is automatically moved to the Approval status. If revised or declined by one or more reviewers, the document/questionnaire is placed back in Draft status, and a task email is sent to the document owner to review the revised or declined document/questionnaire, make the necessary changes, and then resubmit it for review. (The document goes back to Draft status only after all reviewers have accepted, revised, or declined it.) This part of the process can be repeated as many times as necessary to create an acceptable document/questionnaire.
Once all reviewers approve a subsequent draft, the document/questionnaire is moved automatically to Approval status. Approvers have the same options as reviewers for dealing with the document/questionnaire (accept, revise, and decline). If all approvers accept it, the document/questionnaire is automatically published. If one or more approvers revise or decline the document/questionnaire, it again goes back to Draft status where the document owner can again make needed changes and resubmit the document/questionnaire to Review or directly to Approval.
The only time a document/questionnaire is not immediately published upon approval is if the document owner designates a publication date sometime in the future. In that case, the document/questionnaire is moved to Pending status until that date arrives, and then the document/questionnaire is published.
As soon as a document/questionnaire is published, task notifications to read the document or complete the questionnaire are sent to all assignees.
If an approved document/questionnaire is a new version of an existing one, the previous version is automatically archived when the new version is published.