Throughout the lifecycle of a document, different statuses are applied to reflect its current stage within the document management workflow. These statuses update automatically or manually as the document progresses through drafting, review, approval, signing, expiration, or removal processes.
| Status | Description |
| Uploaded | Applied once a document has been uploaded to the system by the document manager. |
| Draft | Applied when a document is initially created from a template. |
| In Progress | Applied while a document is actively being edited. |
| Submitted | Applied once document editing has been completed and the document has been submitted for review, approval, signature, or finalization. |
| Under Review | Applied when the document has been sent to a reviewer. |
| Review Deadline Expired | Applied when the review due date has expired for at least one reviewer. The document may then be reassigned, the due date updated, reverted to ‘Submitted’, or manually marked as reviewed. |
| Review Rejected | Applied when a reviewer rejects the document. |
| Reviewed | Automatically applied once document review has been completed and no unresolved comments remain. |
| Awaiting Approval | Applied when the document has been sent to approvers. |
| Approval Deadline Expired | Applied when the approval due date has expired for at least one approver. The document may then be reassigned, the due date updated, reverted to ‘Submitted’, or manually marked as reviewed. |
| Approval Rejected | Applied when an approver rejects the document. |
| Approved | Automatically applied once all approvals have been completed and no unresolved comments remain. |
| Awaiting Signature | Applied when the document has been sent for signature. |
| Sign Deadline Expired | Applied when the signing due date has expired for at least one signer. The document may then be reassigned, the due date updated, reverted to ‘Approved’, or manually marked as signed. |
| Signed | Applied once all required signatures have been completed. |
| Signing Rejected | Applied when one or more signers reject the signing request. |
| Final | Applied when a document has been approved and no signature process is required. |
| Suspended | Applied when a document has been cancelled or withdrawn. |
| Expired | Automatically applied once the document expiration date has passed. |
| Removed | Applied when a document has been soft deleted from the system. |
Change Document Status
As documents progress through review, approval, rejection, or finalisation workflows, document statuses should be updated within AnovaOS™ to ensure accurate and current study management records. To change the status of a document:
- Locate the required document within the document registry.
- Select the document name to open the document page.
- At the top of the page, adjacent to the document title, select the current document status to open the status drop-down menu.
- Select the appropriate updated status for the document.
- Select ‘Apply’ to save the status change.
- The updated status will then appear within the document metadata and status history records.
