Signing Off on a Process Unit

You can sign off on a process unit if the process state is between Review Level 1 and Review Level 10. 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.

Signing Off Process Units from Process Control

To sign off on process units from Process Control:

1. Select Consolidation, then Data, and then Process Control.

2. Set the rows and columns.

   See Selecting Entities for Process Control.

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

4. Click Manage Process and select Sign Off.

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

   See Attaching Documents to a Process Unit.

6. Optional: If you use the Tree view, select Apply Action to Selected Entity Only or Apply Action to Selected Entity and Descendants.

7. Click OK.

Signing Off Process Units from Data Grids

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 and select Sign Off.

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

4. Click Sign Off.