Send a Document for Approval

Who can complete this task? Veeva Quality Basics: Document User, Non-GxP Document User

Complete the following steps to send a Draft or Ready for Approval document for approval:

  1. From the Document Workspace > Working Library tab, open the document you want to send for approval.
  2. From the Workflow Actions menu, select Send for Approval.
  3. In the Start Workflow dialog, select the Approvers and enter optional instructions for the Approvers.
  4. Select the QA Approvers and enter optional instructions for the QA approvers.
  5. 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.