A record has been added to the records register, or has been sent back from review, and you now have a task to approve and publish the record.
Quick steps to approving and publishing a record:
1. Click on the link in your Approve task or in the task notification email.
2. Go to the the Task management component and choose a task option.
3. Complete the required fields and click the green Submit button.
A record has been added and is waiting for approval and publishing
A record has been sent back from review, ready for approval and publishing
Approving and publishing the record
When you get a task to approve a record, your role as record owner is to review the record has and decide if the record can be approved and published to the records register, or if further changes are required.
When you get a task to approve a record, click through to the task from your Tasks box, or via the link in your notification email.
Then use the quicklink button below or scroll down to see your Task options.
Next you will need to view the record. You can view the record by clicking on the Preview icon in the View record component. From this screen you can also download the record for further inspection.
The Action history component displays a log of how the record has been managed including commentary from the people who have been involved.
Tip: Hover your mouse over the date to reveal who made the related comment.
Now you're ready to approve the record using the Task options. Click on a task option below:
Assign a task
If you choose to assign a task, select Assign a task, fill out the task instructions, assign the task to someone to review, set a due date for the task to be completed and click Submit.
The task will be sent to the assigned person to complete the review. (Note: You can assign the task to yourself to complete)
Approve the record
To approve the record for publishing, select Approve the record, add any comments (optional) and click Submit.
The record will now appear in the Published records tab in the Records register.