Who is this article for?

Ideagen Quality Management administrators approving and publishing documents.

Admin access is required.

Approving

All documents requiring your approval are listed in your Inbox. approval is a required step in a Controlled document's revision life cycle. If the editor cancels the release or another approver rejects the revision at any time, your Inbox item is removed. If you reject the revision, the document returns to the editor in edit. Your approval and rejection comments are viewable in the General and History tabs of the Document Properties.

Once all users in the approval list approve the revision, the document automatically becomes published. Controlled documents cannot become published without approval. Uncontrolled documents do not have an approval process and only exist in the published step.

1. From your Inbox, select the document link to open the file. The unpublished new revision opens. Review it for accuracy.
2. From the Context Menu, select either Approve or Reject.
3. From the approve or Reject page that opens, enter any comments, enter your Ideagen Quality Management login credentials if prompted, and select Approve or Reject.

• If the document is associated with a test, you must indicate whether the test was also updated. Select the test ID# link to view the test definition. You must have the IconKey2 Testing Administration permission to edit the test definition.
• When approving a Word document, if the editor has chosen to use the Track Changes feature, you will be presented with both the version of the document containing the tracked changes and the proposed published version of the document without tracked changes.

Once the document is approved by everyone in the approval list, it is automatically placed in the published step.