Approving requests

Use this procedure to approve the coding for the selected request and for other coded requests with the same code, verbatim, coding definition, and context information. The approval propagates only to requests associated with unlocked studies. For more information, see Locking and unlocking a study.

Approved requests are considered to be complete and available for delivery to the source application.

  1. Select Approvals.
    The Approvals page appears.
  2. In the Show filter field, select To Do.
  3. Click Apply.
  4. Select one or more requests.
  5. Perform one of the following:
    • Click the Approve Single button to approve a single request.
    • Click the Approve button to approve multiple requests.
    The coding status of the requests changes to Completed, awaiting delivery (Coding requests status icon. Completed and awaiting delivery.).