Other Ways to Select Approvers

The default approver selection method is to select individual approvers. You can also select by approval group, department, or job title.

Approver Groups

Click the Approvers tab, and then click the Approver Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by , click to display group names. Select an approver group.

Notes:

A group is a combination of approvers from a single site or from multiple sites.
To assign individual approvers from a group, click the group name, and then select approvers.
There may be situations where a board or committee needs to approve a document, and many of the board or committee are not PolicyTech™ users. In this case a document control administrator can set up an approver group to represent the board or committee, with as few as one user in the group. An administrative assistant or other individual representing the board or committee can then log in to PolicyTech during the board's or committee's meeting and accept the document on their behalf. This will ensure that the approval data in PolicyTech match the actual approval date. You may also want to have a legal review of such a situation in order to protect the individual who represents the board or committee.
Some organizations choose to create an approval group of one or more users who have the responsibility to make sure the document is clean (all markup is removed; the department and category settings are correct; and so on) before it is approved and published. The group with this gatekeeper or editor role receives the document first (see Working with Levels for details on approval levels and workflow). The document then moves on to the other approvers.

Departments

Click the Departments tab, click a department, and then select one or more listed approvers.

Job Titles

Click the Job Titles tab, click a job title, and then select one or more listed approvers.