In this article:
Learn how to approve an accreditation standard in Logiqc so it becomes active on the Accreditation register with a scheduled review date.
In the Approve stage you consider the recommendation from the item manager, then either approve the standard or assign further work before approving it.
You receive an approval task as the Approval officer when the item manager escalates a standard for approval. This happens either when a new standard has been added, or when an existing standard has been reviewed and sent to you.
The Action history shows the comments and recommendations for your consideration in deciding whether to approve.
Q: What is the difference between Approve the standard and Assign a task?
A: Approving the standard makes it active on the register and sets a next review date. Assigning a task delegates further work first, so you can approve it once that work is done.
Q: Can I change the review date?
A: Yes. The Next review date is pre-populated with a proposed date and can be edited before you approve.
Q: What happens when I approve?
A: The task closes and the status of the standard on the Accreditation register changes to approved.
Before you start
Check the following:
- A standard has been escalated to you for approval and the approval task is assigned to you.
- You have the Approve accreditation items permission (minimum licence type required: Approve).
- You have reviewed the Action history and know whether the standard is ready to approve or needs more work.
Step 1: Open the approval task
Navigation path
Open the standard from the register, or follow the task link from My tasks.
Open the standard from the register, or follow the task link from My tasks. Select the assigned to you button on the workflow to open the Task management component.
Step 2: Review the recommendation and the standard
Read the comments and recommendations in the Action history. Select Go to standard to open the Accreditation details page and review the compliance statements and linked evidence, then select Save to return to the approval task.
Use Go to standard to check the details, then choose the next approval action.
Step 3: Approve the standard or assign a task
Choose one of the following options.
Approve the standard
Use this when the standard is ready to be approved. It becomes active on the register with a scheduled review date.
Assign a task
Use this when further work is needed before approval. The task is sent to the assigned user and the standard is not approved yet.
Approve the standard presents the following fields:
- Next review date: pre-populated with a proposed date, which you can edit. It sets when the standard next comes up for review.
- Additional comments (optional): any comments about the standard. These appear in the Action history and are visible at the next review.
Assign a task presents the following fields:
- Task instructions: the further action required.
- Assign to: the person the task is sent to.
- Task due date: the date the task is to be completed by.
Step 4: Submit
Select Submit to complete the task. If you chose Approve the standard, the task closes and the status on the register changes to approved.
Troubleshooting
If you cannot approve the standard yet:
"The approval options are not showing"
- Check that the standard is in the Approve stage.
- Open the task from the workflow button assigned to you.
- Confirm you have the Approve accreditation items permission.
"The standard needs more information before approval"
- Select Assign a task instead of Approve the standard.
- Use Task instructions to describe exactly what needs updating.
- Set a clear Task due date so the standard can return for approval.
What happens next
Approving activates the standard
The standard's status changes to approved and it is active on the Accreditation register for recording evidence and managing compliance.
A review is scheduled
The Next review date sets when the standard returns to the Manage stage for its next review.
Assigning a task delegates further work
If you assigned a task instead, it is sent to the person you selected, and the standard returns for approval once the work is done.