Signing Off on a Process Unit

You can sign off on a process unit from Review Level 1 or higher. When you sign off on a process unit, its status does not change. The system records the action in the log file as an audit trail for informational purposes only.

  To sign off on process units from Process Control:

  1. In the Browser View, expand Tasks and select Data Tasks.

  2. Select Process Control.

  3. Set the rows and columns.

    See Selecting Entities for Process Control.

  4. Select the process unit on which to sign off.

  5. Click Manage Process and select Sign Off.

  6. Optional: Enter a comment in Comments, or attach a document for more detail.

    See Attaching Documents to a Process Unit.

  7. Optional: If you use the Tree view, select Selected Entity Only or Selected Entity and Descendants.

  8. Click OK.

  To sign off on process units from a data grid:

  1. Select the cell for the process unit sign off.

  2. Right-click and select Manage Process.

  3. For Action, select Sign Off.

  4. Optional: Enter a comment in Comments, or attach a document for more detail.

  5. Click Sign Off.