When you have been assigned an Approval task, Vault displays the task on the Submission Mgmt > Home tab.
When completing an Approval task, you can either approve the document or reject it by selecting a verdict of Approved or Not Approved.
When you select the verdict Approved, Vault changes the document status to Approved. If multiple users are assigned an Approval task for a document, all users must select Approved for the document status to change to Approved. Once a document is Approved, Vault sends a notification to the task initiator to indicate that the document is Approved. In addition, Vault changes the document version to the next major version.
When you select the verdict Not Approved, Vault changes the document status back to Draft. If multiple users are assigned an Approval task for a document and at least one user selects Not Approved, the document is not approved and the status is changed back to Draft. Vault sends a notification to the task initiator to indicate that the document was rejected.
Complete the following steps to complete an Approval task:
- From the Submission Mgmt > Home tab, select the All Tasks view to view your assigned tasks.
- Click Show more on the task to view additional task information.
- 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, instructions, and task owner.
- Determine whether to approve or reject the document and click Complete. In the Mark Documents Approved/Not Approved dialog:
- To reject the document, select Not Approved, enter a Reason for rejection, and select your Capacity.
- To approve the document, select Approved, select your Capacity. If the Approval task requires an eSignature, enter your credentials. If your organization uses Single Sign-on (SSO), your signature is captured using SSO.
- Click Complete. Vault removes the task from your Home tab. Once Vault has captured all of the necessary signatures, the document status is updated to Approved or Draft depending on the signature outcome.