Setting a Document as Approved

There may be times when a document control administrator (DCA) or document owner will need to set a document 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. A document owner must also have the approver role assigned to be able to do this. In addition, there must not be any other required approvers assigned to the document. The DCA or document owner who completes the Set As Approved action will be listed in the Approver Status page as having approved that document, and any other reviewers and approvers who have not completed their assigned tasks will show the skipped status.

To set a document as approved,

1. Locate and open the document you need to set as approved (see Finding and Opening a Document for help).
2. Click Options, click Set As Approved, and then click OK.

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3. Type your reason for setting the document as approved. and then click Submit.

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

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