Who is this article for?

Administrators responsible for managing Interested Parties.

Interested Parties Admin group membership is needed.

Some of the interested parties you manage in Ideagen Quality Management Cloud may need to go through a formal approval. The approval process allows you to define your own status items in order to reflect where this interested party is in relation to your own policies

Example: Customer records are unlikely to require approval however if your interested party is a supplier or a partner then you may have to approve them before their products or services can be used by the business.

This article does not include any details on how to approve an interested party and focuses on how to manage your approve status items. For details on approving an interested party please see How to Review an Interested Party. 

This article is split into three sections:

1. Create a New Approval Status
2. Archive an Approval Status
3. Reinstate an Archived Approval Status
4. Further Reading

1. Create a New Category

1. Log in to Ideagen Home.
2. Launch the Interested Parties module.
3. Click Interested Parties, and then Associated Lists.

4. Click Approval Status List.
5. Click Add New Item at the bottom of the screen.

6. Enter the title and press enter.

7. If required, enter a Code and Description.

2. Archive an Approval Status

1. Click Interested Parties, and then Associated Lists.
2. Click Approval Status List.
3. Click on the status you would like to archive.
4. Click on the Archive button.

3. Reinstate an Archived Approval Status

1. Click Interested Parties, and then Associated Lists.
2. Click Approval Status List.
3. Check the Include Archived box.
4. Click on the status you would like to reinstate.
5. Click on the Reinstate button.

4. Further Reading

• How to Create a New Interested Party
• How to Manage Interested Party Categories