Approving or requesting a change to a policy
Roles and permissions
All user roles can access approval tasks assigned to them without needing to be a member of the associated policy.
When a Draft policy document is complete, the policy owner or manager moves that version of the document to the Approval stage to have it go through an approval process. The manager assigns approval tasks to the appropriate policy stakeholders. When approval tasks are assigned, Hyperproof sends each approver a notification with a link to their approval task. To approve or request a change to a policy you must be logged in to Hyperproof.
To approve or request a change to a policy:
Note
You must be logged in to Hyperproof to access your approval tasks.
Open the Hyperproof notification and click the link to your approval task.
Or
Navigate to Work Items > Approvals and select the correct approval task.
The Approval window displays.
Review the policy version displayed in the left panel.
If no changes are necessary, click Approve.
If changes are necessary, describe the changes in the Comment field, then click Request changes.
Note
Hyperproof requires a comment to allow you to click Request changes.