Document Approval Process

L2L released an enhancement whereby Documents can now go through a formal Approval Process. This allows designated personnel to Approve or Deny a Document Revision prior to it being published.  

To get started, add the "APPROVER" role for designated users. This is done through the Security Settings under the Standard Work / Documents Module.

*Please note that you must be an Administrator to edit these and all security settings.  

After specifying APPROVERS under the Standard Work/Documents Module Security Settings, add 'APPROVERS' to Document Categories.  

APPROVERS will be alerted via email when a Document is submitted for Publishing. They can then approve or deny a Document Revision.  

Document Categories without APPROVERS will continue to function as usual.  

As always, if you have any questions, please contact us at Support@Leading2Lean.com 

You will see an option for One approval required to publish.  This is useful if you have multiple approvers but you only wish to have one approval for the document to be published.