Routing and Approval Process Features and Functions
On-line routing and approval is considered a subset of the workflow process. Some PLM applications handle routing and approval outside of the standard workflow, so the individual requirements are identified independently because they are very important for PLM.
- User-defined, configurable routing or approval process
- Manually identify required approvers, reviewers, "FYI"
- Automatically identify required approvers, reviewers, "FYI" by organizational/site entity
- Automatically identify required approvers, reviewers, "FYI" by object type (Item type for example)
- Route objects to the appropriate parties for review, signoff, or "FYI"
- Route objects for review and FYI before signoff, after signoff, or both
- Notify users of required action via e-mail
- Link the object (material, recipe, etc.) to the approval process
- Capture electronic signoff of reviewer
- Capture electronic signature of reviewer
- Launch the object (material, recipe, etc.) from the approval process
- Capture electronic signoff/signature of reviewer other than current user (manager, etc.)
- System provides standard templates for review or approval processes
- Electronic signature is compliant with 21 CFR Part 11 for FDA compliance
- Provide ability to tabulate votes for approval
- Manage approval rules (majority vote, key approvals by user/role, veto vote)
- User comments are captured in addition to votes and approvals
- Provide full audit trail of votes, comments, approvals, signatures, etc.
Routing, Approval, and Lifecycle Process Features and Functions