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Speaking of documents in consensus...

The Documents in Consensus option shows the documents that have more than one approver, where the user is one of the approvers and has already approved the document, while the approval of other approvers is pending.

The users defined as approvers should view and reach a consensus about the document’s approval. Users can change their decision if necessary through the Documents in Consensus option.

Check the document’s security settings!

The approving user must have reading privileges for the document to be approved; otherwise, this user may not access the document for approval.

It is important to note that document security does not require approval: if the document under approval permission is withdrawn, this rule applies immediately, blocking access to the document submitted for approval.


Access documents in consensus

01. From the main menu, click Task Central.

02. Click on the Documents in Consensus tab.

This tab is displayed when the user in question is one of the approvers and has already approved the document, which is now pending approval from the remaining approvers.

03. View the documents in consensus.


View details of the document

01. Go to the documents in consensus, as displayed in the Access documents in consensus item.

02. Click the document from the list.

03. In document view, when clicking the Document actions option (in the upper right corner), you can view various document information.

View Properties
The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

View Document
Displays the preview of the document, in a yet-to-be-approved version.

Social Information
The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information.


View a document in consensus

01. From the main menu, click Task Central.

02. Click on the Documents in Consensus tab.

03. Select the document to be viewed. To open, click on its code.

04. To view the posted document, select View Document in the checkbox located on the upper right corner.

05. Select View Properties to view the properties of the posted document and the respective approval history.

The document properties screen displays document data, such as:

  • Properties such as description, author and creation date, among other information;
  • Version/Review Approval History;
  • Document Version Specification;
  • Document Access Specification;
  • Related Document List;
  • Document Relationships.

Click here for more information on viewing document properties.

06. To view social information for the posted document, select the Social information option.

The social information screen shows information such as comments in the document, users that support the document, and sharing status. Click here for more details on social information. 


Change approval decision

01. Go to the documents in consensus, as displayed in the Access documents in consensus item.

02. Click the document from the list.

03. Click Change approval decision to change the approval/rejection decision.

A screen is open for document approval, and the following fields are required:

Approve the document?
Select Yes to approve the document. Or No to reject document approval.

Note
Approval justification, required only when the document is not approved.

04. Click Confirm.

In any step of the document approval process, the person who posted/edited the document can go to the My Documents tab, in the Task Center, and edit properties or cancel the document.

If the document is not approved, the publisher user must go to the Task Center, click the Properties option and make the necessary changes, so that the document can be resubmitted for approval.

If the publisher user has submitted the document for approval by mistake or at some point canceled the approval, this can be reversed by following the instructions from the My documents item.



Attention!

This documentation is valid from update 1.6.4 - Waterdrop on. If you use an earlier version, it may contain information different from what you see in your platform.