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| 03.PR001 Requesting Graphics or Marketing Materials |
1.1 Complete request form
Access and download the graphic/ creative request form from SharePoint and fill in all essential details. |
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2.2 First draft presentation
The first draft is to be sent to the requester who will review the material(s) and provide feedback and gain approval. This is to ensure that the desired outcome is on track. |
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2.3 Revisions (if neccessary)
Revisions, if neccessary will be made at this stage. |
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3.1 Final approval and delivery
Once the final draft is approved, the graphic or creative material will be prepared for delivery. This will be as specified in the graphic request form. |
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| 05.PR009 Graphic Design Development Support |
2.2 Obtain graphics design approval
Review the graphics ensuring the graphics purpose and requirements have been achieved.
Approval is to be carried out in accordance with requirements defined in the PDP and document approval standard |
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| 05.PR009 Graphic Design Development Support |
2.2 Obtain graphics design approval
Review the graphics ensuring the graphics purpose and requirements have been achieved.
Approval is to be carried out in accordance with requirements defined in the PDP and document approval standard |
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| 07.PR002 Purchasing - Materials, Equipment or Services |
1.4 Approval
Obtain the necessary approvals as identified by the limits of authority document.
The approver should also ensure that the technical information provided to external suppliers is sufficient.
Seek assistance of Engineering Director, if required. |
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| 07.PR018 Credit Card Management |
1.2 Approval
Obtain the necessary approvals from Dept Manager and Office Manager for any departmental invoices. |
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| 11.PR001 Development of Metron Training Courses |
1.1 Need Identified
A need for a new online training course is identified.
The following information should be obtained:
-Training Course Name
-Client
-Author(s)
-Approver
-Due Date
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2.1 Obtain technical training course information
Complete section 2 and 3 of the build notes template with relevant course information such as objectives, voiceover text, graphics and any developer notes to assist the Graphic and Multimedia Developer in creating the training course. |
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2.2 Obtain build notes approval
Review build notes to ensure they fit the training course purpose and requirements.
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4.4 Review training course
Review the training course page ensuring the training course matches with the approved build notes and training course requirements.
Go to 3.1 if design changes are required.
Go to 2.1 if content changes are required. |
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4.5 Obtain training course approval
Review the training course to ensure the training course purpose and requirements have been achieved.
Go to 3.1 if design changes are required.
Go to 2.1 if content changes are required. |
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| 13.PR001 Creating a Document / drawing |
4.1 Set up a workflow request in Sharepoint
Approvals for documents are now performed via the embedded workflow processes within SHAREPOINT. If required, seek assistance from the Business Systems Manager.
Note - this approval process is for Operational /Project documents only. Refer to 5.0 for approval of IMS documents.
The required checkers are listed below:
PROJECT DOCUMENTS
Once checked, the document must be reviewed and approved by the project technical lead or the Director with responsibility for that area of the business (or the Managing Director).
The approver is making a final commercial assessment, considering whether the document meets the project or client's requirements, including any commercial considerations.
Depending on the requirements of the project, the Account Manager may be the approver.
ALL OTHER DOCUMENTS
Once checked the document must be reviewed and approved by the relevant business unit Director.
Using Workflow to approve documented information.
Note: Because Metron produces documents in high volume, within a fast paced delivery environment, it is recommended that once the document has been checked, it is verbally approved PRIOR to uploading the document to the workflow approval within SharePoint. This increases efficiency and multiple revision numbers. The Approver can still reject the document when in workflow, if deemed necessary.
Ensure revision number is X.0 prior to starting the workflow.
1. Upload the document to the relevant project site on Sharepoint.
2. 'Check in' the document to ensure it is deposited within Sharepoint.
3. Start a workflow
4. Complete the workflow information and the approvers will be notified by e-mail.
It may be necessary to provide supporting documentation to the approver. |
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4.2 If changes are still required, discuss with Author.
Suggest any changes if required.
If changes are required, revert to 4.1 as necessary.
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4.3 Update register
Only once a document has been approved does the revision change to 1.0 (or to a higher level if appropriate for subsequent revisions). The status and revision sections in the document register must be updated by the author (i.e. the creator of the document and not supporting personnel). It is also important to make sure the document title reflects the correct revision number.
When uploading new versions of the document or drawing control register, a comment MUST be left outlining the changes that have been made (e.g. "Added document 41358 as draft for project 31158".
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5.2 If changes are required, discuss with Author.
Suggest any changes if required. If changes are required, discuss with Author and revert to 5.1. Re-checking may be required. |
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| 13.PR008 IMS Change Management |
3.2 Review and approve
The Change request form should be reviewed and approved by the affected Document owner and the Document Approver.
Review the change request and provide any feedback to the Originator on any amendments required. |
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3.3 Amend Change Request
Update the change request to incorporate any reviewer's amendments. If conflicting feedback has been received from Approver(s), consensus should be sought before proceeding. |
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