Initial to Final Documents

The Initial to Final lifecycle is for documents that have been approved externally and are already in their Final version. This lifecycle allows documents to reach their steady state without going through an approval workflow.

The following Documents Types follow this lifecycle:

  • Executed Records
  • Form > Paper Executed Form
  • External Documents
  • All QMS Documents

Task Sequence

Best Practice Complete tasks in the following order for Initial to Final documents.
TaskWho Does This Task
1Create DraftFull User
2Send Document for QCFull User
3QC Review DocumentQC Reviewer