Review, Approve, Publish

When a document is created, attached or linked in the 1Risk platform, the record provides you with the option to set up an Approval or Review process.

The record defaults to ‘No’ approval required, so to start a review process, do the following:

1. In the record > Approval Required field, select Yes
2. The Approval Process now appears for you to complete

1. You can add any notes to guide the reviewers
2. Add the individual(s) who will be reviewing and approving the policy/document*
3. Choose “one” or “all” must approve**
4. Click Submit for Approval and reviewers will be notified via email that the policy/document is ready for review

*Note: Reviewers do not edit the document. They approve or reject and add any notes. In the case of rejection, the policy is re-opened, the Authors are notified, are able to view the notes, and make edits in the policy/document.

**Selecting all must approve will inform the system to track all approvals and only publish the document when all have approved. Selecting ‘one’ must approve enables you to provide the document to multiple reviewers but allow any one of the reviewers to approve and publish the document.