How do I Approve/Reject a draft of a Procedure, Policy or Process

The instructions below will show you how to approve or reject a draft of a procedure, policy and process.

When a draft is approved it becomes the live version and this allows the content to be searchable.

P.S: Only managers of teams and super managers have the ability to approve drafts.

1

Select the Procedure, Policy or Process.

Click on the procedure, policy or process you want to view.
2

Click on Versions

When the page loads, click on the clock icon (Versions).
3

Select the Draft

When the versions history sidebar opens, click on the draft you want to approve.
4

Click to see the Approval Request

Once you click on the Draft you will see a Notification that will mention you to give approval for this draft.
Click on "Check it Out"
5

Confirm / Approve or Reject The Draft

Once you have gone through the Draft you can choose to Confirm this version and then Approve it, or you can reject this Draft so that the team member can work on the changes and request again for Approval.

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Select the Procedure, Policy or Process.