Compliance Checklist

User roles - Approvers

Approvers review completed action plans to determine whether the actions carried out are applicable to the clause it is associated to.

  • SharePoint steps from the Installation section must have been carried out
  • Approvers can only approve/reject clauses with completed action plans associated to it as evidence
To modify the list of approvers
  1. Go to Site Contents
  2. Click on Site permissions
  3. Click into the QMS Approvers group
  4. Add and remove the users as required

Approvers govern the adherence of the action plans carried out against a particular clause.

  • Using the Approval control, approvers can approve or reject the status of the clauses
  • Clause must be in an In Approval status
  • By clicking Approve Clause
    • Clause status will turn into a ready state
    • The action plans and tasks will be marked as approved and cannot be modified
    • The approver name and status will be updated
  • By clicking Reject Clause
    • The clause status will revert back to an incomplete state
    • The action plans and tasks will remain unchanged and editable
    • The approver name and status will be updated