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Proposing and Approving a Record for Approval

Proposing and Approving a Record for Approval

Owned by Jean Marie Schiraldi
Last updated: May 19, 2025

Overview

Proposing a record for approval in QbDVision initiates the formal review and authorization process for records in the system. This action signifies that the record is complete, accurate, and ready for evaluation by designated stakeholders. Upon proposal, the record enters a defined workflow, triggering notifications and tasks for approvers to ensure compliance and adherence to established quality standards before final approval. Our process aligns with FDA Part 21 CFR 11 electronic records and signatures guidelines.

 

Steps

  1. Navigate to the System-level Menu (aka Hamburger Menu) and click on Library.

  2. Click on the Library Material you created in the Creating a Material Library Record exercise.

  3. Choose Propose

  1. Complete the fields in the pop-up window, adding a teammate and yourself as the Approvers.

  2. Click Send

  3. Return to your Home Page (click the QbDVision logo in the top left portion of your screen)

  4. Click on the tile titled My Approvals Pending

  5. Open the record by clicking on the ID or Name

  6. Review the record and then, once satisfied, click on Mark as Reviewed

 

  1. Choose Approve/Reject

  2. Complete the appropriate fields.

When proposing records for approval, remember to pay attention to the fields with ** asterisks. (Those are fields REQUIRED for Proposing.)