Review and Approval Records for Quality Managers
A review and approval trail you can show an auditor.
You need to demonstrate who reviewed, who approved, and what changed, but that history is reconstructed from email threads when anyone asks.
The main challenges
- No defensible record of review and approval
- Draft and approved documents indistinguishable
- Technique sheet revisions uncontrolled
- Corrections happening off the record
- Qualification evidence assembled per audit, by hand
Their responsibilities
- Own the review and approval process
- Govern technique sheets and documents
- Verify personnel qualification records
- Answer audit questions from the trail
The fragmented workflow today
Review comments in email, signatures on printed PDFs, technique sheets in personal folders, evidence assembled only when an audit forces it.
The NDT Pilot workflow
A controlled lifecycle, draft → submitted → under review → approved → delivered, with recorded signature, reviewer, dates, and a searchable audit trail.
What they can see
- Review queues and correction loops
- Approval signatures, reviewers, and dates on each report
- Technique sheet revisions and their status
- The audit trail behind every workflow action
What they can do
- Return reports for correction with a recorded reason
- Approve with a recorded signature
- Approve and supersede technique sheets
- Trace any action to its record, user, and timestamp
What information they receive
- A defensible, searchable operational history
- Unambiguous draft-vs-approved-vs-delivered status on every report
The value
Audit answers by search, not by reconstruction.
What comes next: Review the Technical Review and Report Approval modules and the Audit Trail, then request a demonstration.
Example scenario
An auditor asks who approved report RPT-2026-085 and which technique revision applied. The quality manager opens the report, signature, reviewer, and dates are on it, opens the technique sheet, approved revision with approver and date, and shows the audit entries. The whole answer takes two minutes.
Implementation requirements
Your review workflow and document set is configured during onboarding; the pilot proves the trail end to end.
The staged onboarding processSecurity and permission considerations
Approval records your identity and timestamp; audit entries cannot be edited from the application.
Frequently asked questions
See also the platform comparison or the other role solutions (7 roles covered).
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The walkthrough shows the exact views and actions described on this page, using synthetic data.
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