Roles by Metadata and Quality Document Process Workflow

Roles - by Metadata

Process Manager

1. Assigns a responsible person for a specific document
2. Assigns and changes a persons role on a document
3. Can initiate all legal workflow steps
4. Can make documents effective immediately

Responsible Person

1. Appointed by the process manager with similar access rights to the process manager, but only on the specific document

Author

2. Draft, edit and send a document for review
3. Evaluate reviewed documents, finalize documents and send for approval
4. Send a document for updates

Reviewer

1. Review assigned documents – can edit content – mark review completed

Approver

1. Reject or sign for approval with electronic signature
   
2. Cannot edit the document

You may also refer to this workflow for Quality Documents w/o Change Request

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