Approvals List

The Approvals page lists approvals required for a retention record, document library, or document family.

You cannot approve the object from the list; to do so, use the Lifecycle category described in the 3DEXPERIENCE Basics. If the object is part of a route, see the Collaboration and Approvals User's Guide for instructions on approving it.

To access this page:

  1. View the Properties page for the required retention record. See Retention Record/Hold Properties.

    Or:

    View the Properties page for the required Document Library or Document Family. See Document Family Properties.

  2. From the page toolbar on the retention record's Properties page, click Categories > Approvals.

Column Name Description
State The state in the object's lifecycle where the approval is required.
Route The route used to collect approvals. For a retention record, this column shows the name of the route. For a document library or document family, this column shows Lifecycle, indicating that the approval must be executed from the Lifecycle category for the library or family.
Signature The person's electronic signature, once approved.
Signer The user whose approval is required before the object can be Released.
Status Approved or Rejected as specified by the Signer (approver). If blank, the Signer has not yet acted on this approval.
Description Any text entered by the person who approved or rejected the object.