Approve or Reject a Quality Object

When a quality issue or action is sent for approval, a notification appears in the bell notifications list.

To have a quick look at your open in-app notifications and act on them, you can scroll to the Things to Finish section of your home page. You can choose to approve or reject the issue from both these locations. You can choose to approve or reject the issue or ask for more information.

To approve or reject a quality object:

  1. Click the Notifications icon.

  2. Select and click the appropriate Action Required from the Pending Notifications list.

  3. Click the Create icon, enter comments in the dialog box, and click OK. If comments are compulsory, you must enter a comment before you approve or reject.

    Note: Comments for approval or rejection are compulsory or optional as set by your administrator.
  4. To ask for more information before you approve or reject, select the Request Information option from the Actions menu on the notification. In the dialog box that opens, you can select who should respond - Participants or Other Users. You can also specify whether the information must be routed directly to you or if later participants must retake action based on this information.

  5. Click Approve or Reject.

Comments added while approving or rejecting appear on the Approvers table of the corresponding quality issue or action.

Workflows help you route notifications to the approvers, and document their feedback. For quality objects, you can configure default approvers, and you can add approvers manually as you advance the object through its workflow. If you enable the Signature Password Required feature on issues and actions, ensure that you provide the user name and password during approval.

Note: Only if there's a status or statuses prior to the workflow status that you're in can you demote a workflow and it goes back to the prior status.