Approve a Corrective Action Plan

 

To approve a single action plan:

  1. Go to Action Plans > Approvals.

    The Corrective Action Plans list displays with all of the pending corrective action management plans.

  2. Select the action plan you want to review.

    The Action Plan Details pane displays.


  3. Review the proposed action plan, then click APPROVE.



    The Confirm Approval dialog displays.


  4. In the Comments field enter approval comments (optional), then click YES.

To approve multiple corrective action plans at once:

Use extreme caution when choosing to batch process multiple action plans at once.  This action cannot be undone.  This functionality requires an administrative role with batch permissions.  We recommend assigning this batch permission very discriminately to a single user, or very few users who could benefit from it because accidental batch processes cannot be undone.

  1. Go to Action Plans > Approvals.

    The Corrective Action Plans list displays with all of the pending corrective action management plans.

  2. Mark the checkbox next to the action plans you want to approve.

  3. From the Actions droplist, select Approve Selected.



    The Comment dialog displays.  The text you enter in the Comment field will display in the Approval History for all action plans marked for approval.


  4. Enter Comments to apply to all selected action plans, then click Approve.