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
- 01
Review assigned approvals for batch records and materials from a centralized workflow.
- 02
Use routing rules to direct documents based on rules and document type.
- 03
Maintain a tracked approval process with reviewer information, status, and comments.