In this article:
Learn how to complete an Approve task for an asset in Logiqc, from opening the asset through to publishing it to the Asset register.
Approving an asset confirms it is ready for the Asset register and sets when it will next be reviewed. Before you approve, you check what has been done so far, then either approve the asset or delegate further work to be done first.
You have been assigned a task to approve an asset either because a new asset has been added, or because an existing asset has been reviewed and sent to you as the Asset owner.
Q: What permissions do I need to approve an asset?
A: You need the Approve assets permission. The minimum licence type required is Approval.
Q: What if the asset needs more work before I can approve it?
A: Select Delegate further review to define and delegate the tasks relating to the asset before approving it.
Before you start
Check the following:
- You have an Approve task assigned to you in Logiqc.
- You have the Approve assets permission (minimum licence type required: Approval).
- You have reviewed the Action history for comments about what has been done to date.
Step 1: Open the asset
Open the asset from your task list, or navigate to it from the Asset register.
Navigation path
Select Governance from the left-hand navigation.
Select Assets to open the Asset register.
Select the asset you need to approve to open it.
Step 2: Review the action history
This component displays the commentary by the assigned officers at each stage of the workflow.
Each row shows the action taken at a workflow stage, with the officer's comment alongside it.
Step 3: Complete the Approve task
This component displays the two options you have at the approval stage of the workflow: Delegate further review or Approve the asset. Select Go to asset to review the Asset details page for a full description of the asset before you decide.
At the approval stage, choose whether to delegate more work or approve the asset.
Delegate further review
| Field | Description |
|---|---|
| Task instructions | Provide instructions for the review. Before approving the asset, you can use the workflow to delegate a task, for example: "Ensure all servicing and maintenance required by the warranty has been scheduled in the QMS." |
| Assign | Select the user responsible for carrying out the task, or select Assign to me to assign it to yourself. |
| Task due date | Select the date the task is to be completed by. |
Approve the asset
| Field | Description |
|---|---|
| Next review date | The proposed date the asset will be reviewed again in the future, which can be changed. |
| Additional comment (optional) | Add any further comments relating to the asset. These comments appear in the Action history and are visible when the asset is next reviewed. |
| Planned disposal date | The proposed disposal date, which can be changed or removed by selecting No planned disposal date. |
Step 4: Review the Asset details summary
This component summarises the asset, its criticality, and related accountabilities, so you have the key information to hand while completing your task.
Criticality and the responsible people sit beside the asset name, so you can weigh the approval without leaving the task.
Step 5: Attach records if needed
Use this component to attach records relating to the asset. Only users with permission to see the item can see attached records. Select Attach to add a record.
File: select Choose file and navigate to the record on your computer.
Link: if links are enabled, toggle to add a URL instead. Use a web (https://) or SharePoint link.
- Record name: give the record a meaningful description, for example 'Equipment condition report, April 2022'.
Attach records if the approval decision needs supporting evidence.
Step 6: Submit the task
The green Submit button saves your changes and progresses the item to the next stage of the workflow. The button label changes depending on certain conditions to make tasks quicker to complete.
Moves the asset to the Archived tab on the Asset register and ends future workflows.
Saves your changes and progresses the item to the next stage of the workflow. The label changes depending on certain conditions.
- Archive: moves the asset to the Archived tab on the Asset register and ends future workflows.
- Submit / Next: saves your changes and moves the asset to the next stage.
- Create a related item: select a register to create a linked item. On submitting, a new item is created in that register and a link between the two items appears in the System event history.
Step 7: Review the system event history
The System event history is a chronological record maintained by the system of entries and changes made to the page, including links to any related items created by users.
Select the + control on the right to expand the line item and see more information.
Each line carries its date and author, and the + control on the right opens the full detail of that change.
What happens next
The asset is published
On approval, the asset is published to the Asset register and available to users with access.
The next review is scheduled
The asset stays approved until the next review date is reached, when it returns to the Manage stage and the Asset manager is notified.
To keep going, see: