Valencia City Water District · DocuManage
Pending Approvals
1. Purpose
Review documents in Pending Approval status. Approve releases them for normal use; Reject sends them to the Rejected Documents list with a reason.
2. How to open
- Top bar → Approvals
- Sidebar → Approvals → Pending Approvals
- Dashboard → Pending Approvals KPI card (when shown)
URL: /documents/approvals
3. Screen layout
Page title: Document Approvals.
| Element | Description |
|---|---|
| Pending Approvals tab | Blue when active (this page) |
| Rejected Documents tab | Red tab — Module 15 |
| Search | Code, title, or submitter — Search / Reset |
| Table | Checkbox (if allowed), Code, Title, Submitted By, Date, Actions |
| Pagination | Page links and Go to page number |
Actions per row
| Button | Action |
|---|---|
| Preview (blue) | Open attachment preview in a new tab |
| Approve (green) | Approve this document immediately |
| Reject (red) | Opens modal for rejection reason — §5 |
| Title link | Opens Document Details |
4. Approve one document
- Find the document (search if needed).
- Use Preview or open the title to review content.
- Click green Approve.
- Status becomes Approved; it leaves this queue.
5. Reject a document
- Click red Reject on the row.
- A modal asks for a rejection reason (required).
- Submit — document moves to Rejected Documents.
- Notify the submitter so they can correct and resubmit.
6. Bulk approve
For Administrator, Document Controller, or Approver (when allowed on the row):
- Tick checkboxes on rows you have verified (header checkbox selects all on page).
- Click Approve Selected at the bottom.
- All selected documents are approved in one action.
Use bulk approve only when each document has been reviewed. You cannot bulk-reject.