Complete an Approval Task for a Document

For documents in the Draft to Approved lifecycle, an Approval and QA Approval are both required before the document status is changed to Approved. The Approver must approve the document before the QA Document Approval task is assigned to the QA Approver. 

Complete the following steps to complete a Document Approval or QA Document Approval task:

1. From the Document Workspace > Home tab, select the All Tasks view to view your assigned tasks.
2. Click Show more on the approval task to view additional task information.
3. Click the document name or click Continue on the approval task you need to complete. Vault opens the document and displays a task banner with the task due date and instructions.
4. For Document Approval tasks:
   1. Determine whether to approve or reject the document and click Complete.
   2. To reject the document, select Reject, enter a Rejection Reason, and click Complete. Vault marks the Document Approval task complete and changes the document status back to Draft.
   3. To approve the document, select Approve, select Approver for the Electronic Signature Approval Meaning, enter your User Name and Password, and click Complete. Vault marks the Document Approval task complete and assigns a QA Document Approval task to the QA Approver.
5. For QA Document Approval tasks:
   1. Determine whether to approve or reject the document and click Complete.
   2. To reject the document, select Reject, enter a Rejection Reason, and click Complete. Vault marks the QA Document Approval task complete and changes the document status back to Draft.
   3. To approve the document, select Approve, select Quality Approver for the Electronic Signature Approval Meaning, enter your User Name and Password, and click Complete. Vault marks the QA Document Approval task complete, changes the document status to Approved, and displays the document in the Quality Consumer > Library tab.