[Pansophy] Procedure dates question

[Allen Samuels]

Disapprove the one out for approvals, then put the new version in the ready for approvals folder. I'll then upload the correct one as a new version, and create a new routing.

Allen

From: Tiffany Ganey <ganey at jlab.org>
Sent: Monday, December 21, 2020 9:24 AM
To: Allen Samuels <samuels at jlab.org>; pansophy <pansophy at jlab.org>
Subject: RE: Procedure dates question

Good morning,

I need to swap the Reviewer of this procedure from Danny Forehand to Roland Overton.  What is the process to do this?  Can you reject the procedure so that I can make the change on the last page and you can route it to Roland instead?  Kirk Davis will stay the 2nd reviewer.

Tiffany Ganey

From: Allen Samuels<mailto:samuels at jlab.org>
Sent: Wednesday, December 16, 2020 4:02 PM
To: Tiffany Ganey<mailto:ganey at jlab.org>; pansophy<mailto:pansophy at jlab.org>
Subject: RE: Procedure dates question

Tiffany,

I had a quick question about this procedure. What is the revision number for it?

Allen

From: Pansophy <pansophy-bounces at mailman.jlab.org<mailto:pansophy-bounces at mailman.jlab.org>> On Behalf Of Megan McDonald
Sent: Wednesday, December 16, 2020 10:53 AM
To: Tiffany Ganey <ganey at jlab.org<mailto:ganey at jlab.org>>; pansophy <pansophy at jlab.org<mailto:pansophy at jlab.org>>
Subject: Re: [Pansophy] Procedure dates question

Hi Tiffany!
Record Approval Date on the front page as today's date and do the periodic review date as a year or two from today. On the last page, put the names of the approvers and then upload to the "Ready for Approvals" folder in DocuShare. Allen will route it for approval and once it is approved by everyone, he will paste a screenshot of the approval times at the bottom of the document and then he will upload the PDF to the "Approved Procedures" folder in DocuShare. Hope this helps!
Megan

From: Pansophy <pansophy-bounces at mailman.jlab.org<mailto:pansophy-bounces at mailman.jlab.org>> On Behalf Of Tiffany Ganey
Sent: Wednesday, December 16, 2020 9:43 AM
To: pansophy <pansophy at jlab.org<mailto:pansophy at jlab.org>>
Subject: [Pansophy] Procedure dates question

I have a procedure for P1 that I am ready to upload into DocuShare to start its approval process.  The cover page of the procedure has a place to record the Approval Date and the Periodic Review Date, and the last page has space for approval signatures and dates.  What is the process to record the approval date on the cover sheet?  I'm sure when everyone was working onsite, I would have gotten the physical signatures on the last page and then updated the cover sheet to provide the final approval date and periodic review date.  But now I'm not sure if I put today's date (the day that I upload it to DocuShare for approval) or if I / you update the approval and periodic review dates after all approvals have been obtained.

Tiffany Ganey


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://mailman.jlab.org/pipermail/pansophy/attachments/20201221/2d6c2e08/attachment.html>