Draft to Approved Documents

The Draft to Approved lifecycle is for document types that require the formal Approval process, but NOT the level of control facilitated by the Document Change Control process.

The following Documents Types follow this lifecycle:

  • Form > Electronic Executed Form
  • Operations > Agreement
  • Operations > Assessment
  • Operations > Certificate
  • Operations > Logbook
  • Operations > Memo
  • Operations > Method
  • Operations > Plan
  • Operations > Protocol
  • Operations > Report
  • Operations > Requirement
  • Operations > Safety Data Sheet

Task Sequence

Best Practice Complete tasks in the following order for Draft to Approved documents.
TaskWho Does This Task
1Create DraftFull User*If applicable
3Send Document for Authoring/ReviewFull User*If applicable
4Author/Review Document)Author(s)/Reviewer(s)*If applicable
5Send Document for ApprovalFull User
6Approve DocumentApprover(s)
7QA Approve DocumentQA Approver(s)