Effective Document Approvals

​Organizations that supply goods and services to the oil industry must consistently maintain internal standards to meet customer and regulatory requirements. One key component of these standards is an effective document management program.
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While document management includes a number of topics, it all starts with an effective document approval process. In today’s blog post, we will discuss some things to consider when designing your document approval program.

What is involved in the document approval process?

It depends. Oil and energy companies go about formalizing and approving documents in many ways. It could be as easy as defining the steps and processes that need to be completed. Typically, that is the initial step in most programs, and with automation software, that aspect can be more efficient and streamlined, enabling document approval to be implemented and communicated in a timely fashion.

A document normally goes through a series of approval steps, all of which can benefit from automation. The first step of this process is the document’s submission for approval. Next, people will be assigned to review the document for completeness and determine if it meets the standard for approval.
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Each person assigned to the approval process must assigned an applicable permission level, and timeframes should be utilized to guarantee that the process moves forward in an expedited fashion.

How to design, create and streamline the document approval process

When designing your document approval process, there are a number of paths you could take based on internal variables. Thus, you will want to consider the following items to create and optimize your document approval process:

1. Request submission - Pick how people can submit their work. That could be through email or an online submission portal. After a document is submitted, what are the next steps?
2. Define approval steps - Determine the steps needed within the approval process. If you have too many, that could cause delays. Having too few means, you may miss important oversight. Also, define the criteria needed to move on to the next steps.
3. Identify approvers - With an approval process, you must grant permission for approvers at every level.
4. Evaluate editors - Who has permission to edit the information if changes are required? The editor plays a key role in the approval process, whether manually or within an automated system.
5. Automated approvals or rejections - Finally, you can set up parameters by which submissions or documents are automatically rejected or approved to maximize efficiency and time.

Final thoughts
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Document approval is an integral part of an effective document management program. While it is an important process, it can be tedious and time-consuming. With an integrated QMS software like Accupoint, you will get a simple-to-use, intuitive system that combines the latest cloud technology and industry best practice to guarantee that your document control process meets or exceeds the requirements of international compliance standards such as API Spec Q1, API Spec Q2 or ISO 9001.

Contact us today to learn today how Accupoint can help streamline your document approval process.