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Approval Groups

Dedicated approval groups with members, multi-stage document approval and escalation do not exist in calServer V2. Approvals work through permissions, roles and the regular groups, in three places.

Calibration Certificate Release

The calibration certificate goes through its own release process: submit, release or reject, and withdraw if needed. The four-eyes principle and the seal can be switched on. Who may release is governed by the "decide release" permission, not by a group. Details are described under Calibration Certificate Release.

Release Rules for Reports

Under Administration > Report Management, tab Releases (Freigaben), release rules define the format in which a report is generated on release (PDF or PDF/A). A rule can be restricted to certain users through role restriction and group restriction; empty means no restriction.

Unreleased Documents in the DMS

Under Administration > File Management, you can define per file type which roles or groups see its versions that have not been released yet. All other users only see released documents.

What Does Not Exist

  • An "Approval Groups" management under Administration > Users
  • Multi-stage approvals in which groups agree one after another
  • Automatic escalation of open approvals
  • A release process with the four-eyes principle for documents other than the calibration certificate