The Approvals Module allows you to view ALL the records that require approval in Enzyme including Change Requests, Audits, Suppliers, Complaints, NCs, and CAPAs.
Note: This video was created using V1.25.17. Enzyme is updated weekly so some elements may change.
Overview of Approvals Module
Access the Approvals module under Process in the Navigation menu.
In the Approvals module, by default you will see all the approvals that are pending your review since the Awaiting My Input toggle will be ON.
In the module table you will see:
- Record Number Title of the change request (if there is one)
- Person who initiated the approval .
- Person who requested the approval.
- Date it was initiated.
- Date it was submitted
- The approvers on the approval
- The items that require review and approval.
- The current state of the record.
- Any tags associated with the approval.
- Actions you can take (Approve, Deny, View, pullback, delete).
Directly from this module, you can take action. You can also filter the columns to see the information you’d like.
Click on View on a record to view its specific details. A record could have multiple items in it. Once you have taken action on a record (and the items within it), it will be hidden by the Awaiting My Input filter. When you approve a record, you approve all of the items within it.
Approval and denial comments will be automatically applied when you sign off on a change request. You can also leave a comment if needed in addition to the approval/denials.
To view all the approvals and their status (including those you have already taken action on), turn Awaiting My Input toggle OFF.
You will then be able to see ALL of your company's approvals and their state.
There are two ways you can search for approvals:
Use universal search to look for specific Approvals based on their record, titles, items, tags etc.
Simply enter the search topic and hit enter. Then you’ll see all the items pertaining to the topic (including approvals).
Filters in Approvals Module
You can add various filters such as product, initiator, approver etc. to sort through all the approvals. You can also add tags to approval items which allows you to search for them.
If you have any questions, you can reach us through the in-app chat or email us at email@example.com.