Summary
- Review and approval ensures reports are checked before becoming approved controlled documentation.
- The review process should be role-based, traceable and tied to the correct report revision.
Typical review roles
The assigned Originator prepares the report. An Originator may have Admin, Superuser or Creator portal access.
Reviewer checks the technical content.
Approver gives final approval.
Third Party or Client reviewers may participate where external review is required.
Recommended workflow
- The assigned Originator completes the draft report.
- The assigned Originator submits the report for review.
- System creates or confirms the submitted revision snapshot.
- Reviewer checks the report and either accepts or returns comments.
- Approver performs final approval.
- Approved revision becomes available for controlled PDF export.
Review visibility
Reviewers should see validation status before approving where possible.
External reviewers should only see reports and revisions that have reached their assigned review stage.