Effective Document Approvals
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.
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:
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.