From here, if you have the Alter Tree permission you can define default approval, review and notify lists for new documents. Qualtrax will automatically apply the to any document created in this folder, but can be changed from the Create Document screen or Document Properties, and does not alter the DocList for previously created documents.
Create a Default Document List
| 1. | In the Personnel tree below the Review, Approve and Notify Lists, place a check by any users or groups you want to add to the DocList. |
| 2. | Click Add Users/Groups. |
| 3. | Your selections appear in the Review, Approval and Notify Lists table. Assign group to approve, review, or be notified of document revisions by selecting Yes from the drop down menu in the appropriate column. To define an order for your approval and review lists, select Yes (1) for the first approver or reviewer, Yes (2) for the second, and so on. |
| 4. | If desired, click Remove in the appropriate column to remove any users from the table. The DocLists tab refreshes, and the selected group disappears from the list. |
| 5. | Click Save Changes to confirm the new settings. |
View Generated Lists
The buttons shown here appear below Save Changes on every Document List tab. Click the appropriate link to generate an ordered list of personnel who must approve, review, or be notified of document revisions.
Please note that the members of each group will be listed individually, and will be listed twice if included both individually and as a member of a group. If a user is required by the Person Must Be in Approval List Folder Properties setting to approve all documents in the folder, his or her name is not included in this list.