7.1.11 Approval Cycle History Per Version

Tracking an object’s approval cycle in the Version History section allows users to see complete information about all past approvals for that object.

Viewing Approval History for a Specific Version

1. Navigate to the Details page for the desired object.
2. Open the Versioning section.

3. In Version History, click the information icon ( ) for the version you want to view.
   • If there’s no icon, that version did not have an approval cycle implemented.

4. The approval history pop-up window opens. Click the expand button to view the details.

5. You can now see all approval information, including:
   • Approval dates and status
   • Any canceled or rejected cycles
6. You can download or preview the approval documents.
   • Users can also download approval documents in bulk directly from the hierarchy tree. For more details, see the Bulk Download of Approval Documents section below.

*Endorsements for the version can also be viewed. For more information, see the Endorsement Cycle History Per Version page.

Bulk Download of Approval Documents

Users can download approval documents in bulk, all as PDFs, for faster access to complete, audit-ready records.

1. Navigate the hierarchy tree to locate the folder, set, or parent object containing the approvals you want to download.
2. Right-click the folder, set, or parent object.
3. Select Download Approval Documents from the menu.
4. The system gathers all relevant approval PDFs, including those in subfolders, and packages them into a ZIP file.
   • The ZIP file preserves:
     • The folder hierarchy
     • EPC naming conventions for easy organization

Notes and Limitations:

• Only the latest approved PDF per object is included.
• Drafts without approvals are excluded.
• Endorsements are not included in this download; they can be viewed separately.