Packet preparation

Step by step

1. Create packet Packet Owner

   Packet Owner creates the numbered packet for an organization and chooses its owner and template.

   • Packet Owner creates the numbered packet for an organization and chooses its owner and template.
   • Updates Signature packets, Organizations, Signature templates

2. Check definition Template Manager

   Template Manager checks the active definition, its effective period and the intended signer order.

   • Template Manager checks the active definition, its effective period and the intended signer order.
   • Updates Signature templates, Signature packets

3. Prepare revision Packet Owner

   Packet Owner checks the document hash and revision before the prepared state is recorded.

   • Packet Owner checks the document hash and revision before the prepared state is recorded.
   • Updates Signature packets, Operation runs, Operation steps

4. Review decision Signature Reviewer

   Signature Reviewer approves, returns or rejects the prepared revision with an evidence reference.

   • Signature Reviewer approves, returns or rejects the prepared revision with an evidence reference.
   • Updates Review decisions, Evidence documents, Signature packets
   ApprovalA person approves before the work moves on.

Packet Owner

, Template Manager, Signature Reviewer.