Who can complete this task?
  • Clinical Basics: Vault Admin, Study Contributor, CTMS Vault Admin, Study Manager, Monitor

Promote to Approve allows you to directly approve a document without any review. For example, this is a good option for meeting notes or other documents that do not require approval.

To promote a document to Approved:

  1. Navigate to TMF Workspace > Library and select a document.

    screenshot of step 1

  2. Select Promote to Approved from the Workflow menu.

    screenshot of step 2

  3. Select Yes to confirm.

    screenshot of step 3

    The document is Approved.