Approvals decide whether a proposed record change should become the approved version. Reviews check whether an existing record or control remains suitable. Each requires the relevant library permission and access to the register.
Approve or reject a change
- Select Registers > Approvals to see changes awaiting your decision.
- Open the approval detail to compare the current and proposed versions and read the change reason.
- Enter comments. These are required whether you approve or reject.
- Choose Approve or Reject.
You must be the assigned approver and still have approval rights for that register. Approval applies the proposed version; rejection leaves an existing approved version unchanged. Rejecting a new record leaves it Rejected.
Schedule a review
To schedule reviews, you must be the register owner and have the library's register review permission.
- Open the register and select Reviews > Schedule Review.
- Choose a Record, a Control or both.
- Choose an eligible Reviewer and a Due Date.
- Select Schedule.
If a reviewer isn't listed, check their register Reviewer access and library permissions. The register's Reviews tab also provides actions to reschedule or cancel pending reviews. Rescheduling lets the owner change the reviewer and due date.
Complete an assigned review
- Select Registers > Reviews to see reviews assigned to you.
- Check the referenced record or control.
- Enter review notes.
- Choose Pass or Needs work to record the outcome.
Only the assigned, eligible reviewer can complete the review. Needs work records the outcome only and doesn't change the record. Make any changes through the record editing and approval workflow.
Process map reviews
Register reviews are separate from process map reviews. To hand one process map's pending review to a different person, see Reassign a Process Reviewer.