OperationsP2Reference

Documents & Approvals

Full nameClinic Organization Documents and Approvals Micro ERP

Requested files, versions, review decisions and approved records need a common history.

Application configurations3

Extension mappings6

LifecycleReference

About this erp

Purpose and scope

Requested files, versions, review decisions and approved records need a common history.

Source: ERP_Full_Hierarchy_Catalogue.html
Family: Documents and approvals
Family ID: documents
Configuration scope: Shared business operations
Standalone scope: Own document categories, parties, reviewers, access roles. Run organization document requests, versioned uploads, reviewer decisions, approved records and templates. Maintain record history and role permissions.
Core records: Document categories, parties, reviewers, access roles
ERP connections: Customer records, projects, finance, operations
Primary workflow: Organization document requests → Versioned uploads → Reviewer decisions → Approved records and templates
Readiness: Source-defined reference configuration; runtime unverified.

AI brief

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Connected catalog

Follow each relationship to its full catalog record.

3 linked records

Full nameClinic Document Submission App

Upload requested documents and track review status.

Full nameClinic Document Reviewer App

Review document versions, request corrections and approve final records.

Full nameClinic Document Administrator App

Manage versions, access groups and approved document templates.