Manage Approval and Review Reasons

Note:

This feature is supported for Meridian Cloud Business subscriptions only.

When users review and approve documents, they can be prompted to select a reason for their choice such as For Review, For Approval, or For Construction. You can also configure a disclaimer message to be shown for the user to accept. The reason the user selects can be a part of their electronic signature that is stored with the document. The reason can also be part of a watermark applied to the document as described in Configure Signature Watermarks. You may configure up to 20 different reasons for different purposes.

As of the 2022.3 release, there are two kinds of "reason" that you can configure: review reasons and approval reasons. Review reasons are used when the document is submitted for approval from the Review status. Approval reasons are used when:

  • When the document is in Review status and then approved, skipping the Submit for Approval step

  • When the document is in Approve status and then approved

  • When the document is in Under Change status and then issued

To learn more, see the Facility and Transmission Document Types section of Document Workflow.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

ClosedManage Approval and Review Reasons

To manage approval and review reasons:

  1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon A gear symbol..

    The Account Settings page appears.

  2. In the menu, expand Rendering and then click Watermarks.

    The Watermarks page appears and shows the current watermark settings.

  3. In the header, click Approval and Review Reasons.

    The current list of approval reasons and disclaimer message appear.

  4. Follow the appropriate procedures below.

ClosedAdd Approval or Review Reasons

To add a reason:

  1. Click A filled blue circle with a white plus symbol in its center. Add Reason.

    An empty row appears at the bottom of the list.

  2. Type a name in the Label column and then click Save.

ClosedEdit Approval or Review Reasons

To edit a reason:

  1. Click A blue pencil icon. Edit in the row of the reason.

    The label becomes editable.

  2. Type a name in the Label column and then click Save.

ClosedDelete Approval or Review Reasons

To delete a reason:

  1. Click Remove Reason A blue trash can..

    A dialog box opens, asking you to confirm your choice.

  2. Click Remove.

    The reason disappears from the list.

ClosedEdit Disclaimer Message

To edit the disclaimer message:

  1. Click A blue pencil icon. Edit next to the message text.

    The text becomes editable.

  2. Make your changes.

  3. Click Save.

 

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