A decision is signed in order by its signatories
Who is involved
| Role | What they do |
|---|---|
| Records manager | Registers the decision and lists the signatories in order. |
| Department head | Signs, refuses or delegates their own signature line. |
| Approver | Signs the next line once the one before is signed. |
Step by step
- Records manager
Registers the decision, sets its classification to a level the signatories are cleared for, and adds two signature lines in order.
What they see:Both lines pending, with the decision in draft.
- Department head
Signs the first line.
What they see:The line shows Signed with the time. Trying to sign the second line first, or someone else's line, is refused.
- Approver
Signs the second line.
What they see:All lines signed.
- Records manager
Sets the decision to Active, with its effective date.
What they see:The decision is in force; later it can be suspended or revoked, with revoked final.
Who is told what
No alert is sent for the signature lines themselves.
Related
- Correspondence Register
- A legal hold stops a disposal, and a disposal is certified
- A letter routed to a department opens for its head
- A memo reaches a department and the sender sees who has opened it
- Correspondents come from the shared register
- Departments and people from HR address the mail
- Team workflows