Approval Workflows in QMS

Achieving and maintaining compliance is not an easy job as both ISO and FDA regulations require that documents be approved before they are officially distributed or used either inside or outside the company. Obtaining approval from a group of people for a project plan, a proposal, or any other required document can be a frustrating experience:

First, there is the issue of formally recording and keeping track of which people approved which document. Then there is the issue of managing the logistics of getting the document to the right people without getting tongue tied in excessive email threads to share your collected data or even scheduling meetings and trying to save the meeting notes. Chasing your coworkers to sign off on a project or repeatedly emailing and asking them to review that data you sent a week ago, is exhausting and annoying work. To routinely manage the approval or review for important compliance documentation is not something that should be done on an ad-hoc basis — that just won’t do the job

Why do we need QMS Approval Processes?

Approval processes are supporting the accurate recording of acceptance or agreement in business documents, policies, work instructions, handbooks, and more. They can add value to an existing creative or business workflows with creating consistency by always requiring approval when certain conditions are met, instead of relying on human memory to remember when and from whom to seek approval.

It is a fact that paper based QMS systems are not effective, so, today many companies use business workflow software to automate approval workflows. But electronic based systems are not necessarily a guarantee for easing the managers work, since managers are obliged to find, download, save, open, read, then print and sign, scan, upload, etc. each document…and in the end if there are too many documents to approve within a short time frame, the managers tend to be inclined to overview documents only superficially, and approve them anyway, although they are not in the best shape, or worst, not even close to what was required.

Consider all the problems you could face weeks or months from now, from all these improper but approved documents, or misplaced files, emails lost or stored in wrong folders, or if you’re unable to prove that you obtained approval from the right people.
However, there’s a better way!

Improve Your Approval Process

The best practice shows that companies are benefiting the most out of software, where QMS is sewn into the fabric of workflows. These electronic tools are satisfying not just the company policies but also the various Standards requirements. Using the right software can streamline cost and time required to coordinate common business processes. Using simplified workflow forms even the new, inexperienced employees can avoid making certain costly mistakes, the software can help ensure that employees cannot bypass established procedures.

qmsWrapper electronic Approval Workflow feature is designed to support business requirements for efficient reviews and help you automate your business processes, keeping compliance on track.

You can now concentrate on performing your work, qmsWrapper approval workflows assign tasks, send notifications, track participants, and creates a record of the entire process.
You can provide stakeholders with a link to the workflow history for the document, which shows who approved or rejected a document, or who failed to complete their workflow task.

“qmsWrapper makes the approval process more transparent, efficient and paper-free”

Approval workflow processes are divided in 3 main groups: Document Approval WorkflowsDocument Review Workflows and Issue Approval Workflows. All of them are flexible, and modifiable, you can choose to send the items for sequential or joined approvals:

  • Sequential approvals are sending files to several users but with certain order (after one user approves, the next will receive the document for approval). This method is useful for multilevel approvals in organization structure. (For example: first, the unit manager approves ordering of something, then procurement approves it, and lastly the CEO approves the document, all attached in one step).
  • Joined approvals are sending documents for approval to a group of users (One document will be sent to several users at the same time, and it will be approved only when all of them approve it).
  • Or both combined…

The workflow automates, streamlines, and standardizes the whole process:

Continues …