MANUALS > TraxDoc > TraxDoc Module > TraxDoc, Update Menu > TraxDoc Authorization Management

TraxDoc Authorization Management

Once a TraxDoc Document has been Released to Authorization (via TraxDoc/Update/TraxDoc Authorization Management), it will be in the authorization explorer queue (via TraxDoc/Explorer/TraxDoc Authorization) to be authorized.

When using the TraxDoc Authorization Explorer:

1. You can only authorize TraxDoc Documents if you have security access to TraxDoc/Explorer/TraxDoc Authorization.
2. You will only see steps that are related to your specific department, division, and section or if you are part of the authorization group.
   To set employee departments, go to Settings/Update/Employee.
3. If you are not properly set up, your access will be limited to querying the record only.

The TraxDoc Authorization Supervisor (TraxDoc/ Explorer/ TraxDoc Authorization Supervisor) is used to view, edit, delete, add, and/or authorize all steps, regardless of the employee’s department or authorization group except for the final step that authorizes the TraxDoc. For the final Step in the Authorization Process, the department or authorization group associated with the user who is authorizing the TraxDoc and the department or authorization group associated with the authorization step must be the same.

TraxDoc Documents that are pending Authorization will appear in the TraxDoc Authorization Management queue awaiting modification and/or Release to Authorization. Once the TraxDoc Document is Released to Authorization, it will appear via TraxDoc/Explorer/TraxDoc Authorization to be authorized.

Search and select a TraxDoc Document that is pending Release for Authorization.

The following tabs and buttons are available:

The icon indicates which documents are pending Release for Authorization. The TraxDoc Documents that do not have the icon have been released to Authorization. Upon finding the appropriate record, access it to view the TraxDoc Document Revision.

This update window is also available in query mode where users can view the records provided in this window but cannot create new records or edit existing data. Refer to this module's Query menu.