Record or Brief Publish Approvals

Overview

The Record Publish Approval feature allows you to request approval for Records (also commonly known as Briefs, Tasks or Projects) before they are published or made visible to other users. This ensures that Records meet your organization's quality standards and approval requirements before being finalized & distributed for use.

How to Use Record Publish Approval

Submitting Records for Approval

1. Navigate to your database and create a new Record or locate the Record you want to make updates too
2. Complete all required fields and ensure the record is ready for review
3. Click the Submit button and fill out the remaining fields. Note that this is only available when configured on that Database. 
4. Submit the request to alert Reviewers and start your Approval process. 

Reviewing Approval Requests

1. Access your Approvals List from the main navigation
2. Locate a Record Approval Requests
3. Click Review Request to open the review page
4. The Record will display on the left side of the screen. Note that if this is a Single Database, you'll be able to view the whole Record. For Staged Databases, see below. 
5. Make your decision to Approve or Decline the request by using the options on the right side (highlighted below)
6. Add comments if required and submit your request

Staged Records and Approvals

For databases that are Staged; offering a multi-step record creation process, the options are a little different. 

• Stage 1: When reviewing Stage 1 requests, you'll see the first stage content only.
• Later Stages: When reviewing Stage 2 or beyond, you'll automatically see the relevant stage being approved, plus any previously completed stages.
• Completed Staged Requests: Once approved, you can view all stages for reference.

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Please note that the 'Records', 'Databases' and 'Approval' terminology referenced above may appear differently in your platform as these are customisable terms. You can view related terminology here. 

If you have any further questions about Record Publish Approvals, please contact your Customer Success Manager.