Prepare
Upload the document and keep the version that should be reviewed attached to the governed record.
Separate document preparation from the decision that approves it.
Move controlled records through explicit submission and review instead of treating an email reply or editable status field as approval evidence.
Submission and approval are distinct actions.
Submit
An authorised user creates an approval request and can identify the relevant document version.
Review
A user with approval-action authority records approve or reject through the governed workflow.
Cancel
Authorised staff can cancel a request that should no longer proceed.
Control
Standard and Segregated modes apply different submission/cancellation permission granularity.
Segregated control
Use granular permissions where stronger separation is required.
In Standard mode, approval management governs submission and cancellation. In Segregated mode, TouteGestion uses separate submit and cancel permissions, while approval decisions require the approval-action permission.
- Document/version review context
- Approval request notes
- Approve or reject decision
- Cancellation control
- Standard/Segregated permission model
Implementation-backed