Who Is This For?
Template Authors – preparing and sending the template for approval
Approvers (QA / Process Owners) – verifying completeness and approving with e-signature
Template Owners – coordinating final checks and routing
How to Do It?
From Home → My Work, select your approval task.
Click Go to document → Approve at the bottom of the action pane → Approve and Sign. Enter your SimplerQMS login + password to provide the electronic signature.
Secondary actions (three-dots menu)
Secondary actions (three-dots menu)
Send back to Draft – if the template does not meet expectations or changes are still required; state changes to ‘Draft’ and gets assigned back to the Author.
What happens after Approval?
What happens after Approval?
If Effective Date = today (approval date): the system generates an Effective PDF copy.
If Effective Date is in the future: state changes to For Training and the PDF is marked For Training. To move to Effective on/after the date, complete the next step in the process.
📎 References: Making a Template effective
If linked to a Change Request
If linked to a Change Request
The template remains Awaiting Release after approval. It becomes Effective only when the Change Request is fully approved and released.
📎 Reference: Understanding the Change Control Workflow
📎 Reference: Making a Template effective
Tips
💡 Write a concise Version Description so approvers quickly understand the change.
💡 Double-check Quality Process, Owner, and default settings before approval to avoid rework.
💡 If scope changed after review, use Route for Another Review to stay aligned with your SOPs.