Who can complete this task?
Veeva Quality Basics: Document Workspace User, Non-GxP Document User
Complete the following steps to send a Draft or Ready for Approval document for approval:
- From the Document Workspace > Working Library tab, open the document you want to send for approval.
- From the Workflow Actions menu, select Send for Approval.
- In the Start Workflow dialog, select the Approvers and enter optional instructions for the Approvers.
- Select the QA Approvers and enter optional instructions for the QA approvers.
- Enter an Approval Due Date for completion of the approval and click Start. Vault changes the document status to In Approval and assigns a Document Approval task to the selected Approvers.
Note
If a document will be trained on, Approvers and QA Approvers of the document will automatically receive training credit if it is in their matrix since they will have thoroughly reviewed the document during the approval process. If you also want to give the document owner credit for training on the document, add them as an approver.
When an approver receives training credit, a Training Assignment record will be created in the system in a Completed state. You can see the Completion Source of Document Participant Credit on the Training Assignments page.
When an approver receives training credit, a Training Assignment record will be created in the system in a Completed state. You can see the Completion Source of Document Participant Credit on the Training Assignments page.