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How to create, update, use and remove Styles within drafting
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How to configure an Approval Process
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Add New User: Email address is already in use
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How users access Prompt offsite by generating their own mobile token
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Configuring Prompt MFA using Authy Desktop
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Business Continuity Plan/DR - Prompt suggestion
What footer tags are available in Prompt?
Prompt Terms and Definitions
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Incorrect / Missing Font in converted PDF file
Who is Lucas Victoria?
Checking-in a Document - Where does my document go when I check it in?
Username - Why doesn't my old Prompt user name work?
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Which document types are supported in PROMPT?
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MFA – What happens if I have lost my smartphone or left it at home?
Chrome settings - How to change to enhance Prompt usability?
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Approving a Document - Why can't I see the document I need to approve in the Home Tab?
What is Multi-Factor Authentication (MFA)?
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User Permissions - How do I add or change user permissions?
How Feature Requests are handled
Hours of support centre
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Agency Admin - Why can't Prompt Admin edit Agency Admin?
Notification that you will be logged out
Document Review Date - Why can't I change the Review Date when checking in a document?
Bulk Move Documents - How do I bulk move documents?
Audit - Full audit does not show full history of document
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Document ID - Why have my document IDs changed in the new Prompt?
Is PROMPT endorsed by the Department of Health?
Log-in Screen - Why do I get the log-in screen when I click on the anonymous user link?
How to create editable PDF forms
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Assigning Standards or Legislations
How to change a Document's Location, Document Type or Sponsor
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How document versions work
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- Document Management
- How to Approve or Reject a Document
How to Approve or Reject a Document
Updated by Prompt Support
To approve a document, go to Home -> Approvals. Displayed is a list of all documents you have permission to approve or reject.
To download the file select the document icon.
It is possible to see the list of all users with permission to approve the document by hovering the mouse over the Approval Role name.
How to Approve a Document
Selecting Approve will open the Approve Document window. From here you will see the Change Comment.
To approve select Confirm Approval. To reject select Reject.
If Submissions are enabled in your organisation, the approval window will have the following additional tabs:
- Document Details - Document metadata and change comment
- Submission Form - Completed by the user submitting the document
- Consultation - If Drafting process is enabled - list of all Co-Authors and Reviewers
- Checklist - Available to Publisher Approvers only - the submission checklist completed before publishing the document.
Once approved, the document is sent to the next Approver in the approval process assigned to the location of the document. Once all required approvals are complete the document will publish and become active in Prompt.
How to Reject a Document
Selecting Reject will open the Reject Document window. Enter a Rejection Reason. The reason will be sent to the user who Checked-In the document as an Email Notification.
Select Confirm Rejection to complete.
A Rejected document returns to the Checked-out or Draft if you have Drafting enabled for the organisation. This will allow the user who checked-in the document to work in a new version of the document.