What do I need to approve?

The system updates the list of people who may need to sign a document.

Go to the ioi Document Approval module.

The system shows you what you need to sign, with the links :

Be warned that I may have documents to sign #

The system can send you regular e-mail notifications to remind you of the signatures you need to make.

The system administrator will define a weekly schedule in this module. You can inhibit this process.

Example:

If you are in Sandboxing mode, e-mails are “redirected” to your Sandboxing e-mail.

Approve several documents at once #

• Press search in the module,
• Tick the documents you wish to sign.

• Then sign with this button :

• Note that you can also refuse in this procedure:

Approve while on a document #

• From the module, go to the document :

• Do Action, Approve / reject document :

• Note that you can also refuse in this procedure:

How to sign the code #

For first use, please use the I forgot my code link.

You have the opportunity to add a comment. This is mandatory in case of refusal.

You will be asked for confirmation. Your document is now approved:

You’ll find full details of the signatures in the Plus (More) section:

First use, or redefinition of your signature code #

Your login will be requested from this window:

Set your signature code

Unsigned document, adapt reporting #

It’s very important that your document reporting is adapted to signatures.

If the document is approved or rejected, please indicate on the large document, as appropriate:

• “Document unsigned, for information only”, *"Document Refused, Invalid document ",

• “Document not finalized, unsigned, for information purposes”.

Signed document, affix signatures #

Each user’s signature or initials are available in the reporting tool. To do this, you must first register user signatures in the ioi User module.