The document approval steps is preceded by creating a transmittal and selecting the approval workflow. For creating a transmittal refer to the section Create a Transmittal.
Review, Consolidation, Endorsement and Approving are steps within a transmittal workflow. In general, there are three tasks to perform when responding to actionable notifications (refer to SPF Notifications) before a workflow step can be completed.
Two approval workflows have been instituted for general project use:
Delivery Team Approval (Established for the IPT)
Governance Approval (Formerly: Formal Approval)
A variation to the Governance Approval workflow was established specifically for Contracts and Procurement. Refer to C&P Formal Approval.
Depending on the workflow, project approval may be required prior to document control’s approval. From that point, the information is sent for either endorsement and formal approval or simply for the delivery team’s approval. The final step for both is the completion notification. Within these workflows document revisions are frozen (“Locked”) as they are approved by document control. Documents only become “Current” once approved in the approval step and their status has changed as specified when the transmittal was created. Refer to sections SPF Transmittals and Workflows and The Life Cycle of a Document to understand the significance of Current.
Important: Supporting material can be included among the information. Only documents with a document status of Issued For Approval will be accessible for signing by all parties. All other information will be locked as “Current” so that the supporting information must be revised in order to be altered.
