Videos Operations How to Manage Tracked Approvals for Batch Records and Materials

How to Manage Tracked Approvals for Batch Records and Materials

Operations Chapter 3

About this video

This video demonstrates how approvals are managed through a tracked workflow. It shows how documents and materials are routed to the right reviewer, how reviewers access their assigned items, and how approval status and comments are recorded.

What you'll learn

  1. 01

    Review assigned approvals for batch records and materials from a centralized workflow.

  2. 02

    Use routing rules to direct documents based on rules and document type.

  3. 03

    Maintain a tracked approval process with reviewer information, status, and comments.

The next step

See this run on your own batch records.

  • A working session on your data, not a second demo — roughly 45 minutes.
  • A solutions engineer joins, not only a sales lead.
  • Bring one product and its messiest campaign. That is the useful case.
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