Who is this article for?

Users using an approval process for self-audits.

User Access is required.

Adding a multi-level approval process for self-audits in the food industry allows for a structured and thorough assessment of internal quality and safety practices. It ensures that self-audits undergo a comprehensive review, involving multiple levels of expertise, contributing to robust compliance and quality assurance.

1. Set Up Approval Process for SAQ
2. Edit Approval Process
3. Further Reading

1. Set Up Approval Process for SAQ

On this page, you can establish an approval process for the document you've chosen.

1. Select the "Add Multi-Level Approval Process for Self-Audits" tab.
2. To filter, you have two options:
   • Use the A-Z function (OT filters numerically, AB alphabetically).
   • Or use the search function by typing in a keyword  .

2. Edit Approval Process

1. To edit an approval process in a document, click the Edit   button.
2. This page is for adding multi-level responsibilities to the approval process for SAQs (Self-Assessment Questionnaires).
3. You can add a level by clicking   Add Level.
4. Choose a user who will be responsible for the initial approval, and then select the specific sections that this user will approve.
5. In each level, you can select multiple users, indicating that any of them can approve those sections.

Important: You cannot choose the same users in consecutive levels.

Note: If you prefer only one person to approve, you can leave the table below empty and select a Whole Document Approver.

6. To remove a level, click the minus icon   under Remove Level.
7. Click Confirm once you've finished.

3. Further Reading

• Adding and Managing Levels 1-3
• Managing Supplier Categories
• Managing Product Categories
• Adding a Multi-Level Approval Process for Specifications