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Term Approval Process

Term Approval Process

Understanding the term approval workflow in Nomenclature Tracker.

Term Approval Process

Nomenclature Tracker uses a structured approval workflow to ensure terminology quality and consistency across your organization.

Approval Workflow

Term States

📝 Term Lifecycle

  • Draft: Initial creation
  • Pending: Submitted for review
  • In Review: Under department review
  • Approved: Ready for use
  • Rejected: Needs revision
  • Archived: No longer active

Approval Steps

graph LR
    A[Creation] --> B[Submission]
    B --> C[Department Review]
    C --> D[Compliance Check]
    D --> E[Final Approval]
    E --> F[Publication]
    style A fill:#d6e5f9
    style B fill:#f9d6d6
    style C fill:#d6f9d6
    style D fill:#f9e6d6
    style E fill:#e6d6f9
    style F fill:#f9d6e6

Submitting Terms

Manual Submission

Create New Term

Start with basic term information

Add Required Details

  • Term name
  • Definition
  • Usage examples
  • Categories
  • Department

Review & Submit

Check all information before submission

Bulk Submission

Upload Terms File

Use the file upload feature

Review Extracted Terms

Check AI-extracted terms

Edit as Needed

Make necessary adjustments

Submit Batch

Process multiple terms at once

Grouped Candidates

🔗 Smart Grouping

The system automatically groups similar unapproved term candidates together for easier review. When multiple candidates are extracted that refer to the same concept, they are grouped and can be approved together.

View Grouped Candidates

Navigate to the "Grouped Candidates" tab in the Approvals page

Review Group Details

  • See all group members
  • Review AI-merged definition
  • Check similarity scores
  • View source documents

Approve Group

Approve the entire group as a single term, merging all supporting content

Ungroup if Needed

If a group contains terms that should be reviewed separately, use the "Ungroup" button to break them apart


Review Process

Department Review

👥 Review Steps

  1. Reviewers notified
  2. Check accuracy
  3. Verify compliance
  4. Provide feedback
  5. Make decision

Review Actions

✅ Available Actions

  • Approve term (individual or group)
  • Request changes
  • Reject term
  • Add comments
  • Suggest edits
  • Approve grouped candidates together

Best Practices

Term Creation

📋 Quality Standards

  • Clear definitions
  • Accurate examples
  • Proper categorization
  • Complete metadata

Review Process

🔍 Review Guidelines

  • Thorough review
  • Timely responses
  • Clear feedback
  • Document decisions

Maintenance

🔄 Regular Tasks

  • Regular updates
  • Version control
  • Archive outdated terms
  • Track changes

Troubleshooting

Common Issues

⚠️ Process Issues

  • Approval delays
  • Review conflicts
  • Access problems
  • Notification issues

Solutions

🔧 Resolution Steps

  1. Check permissions
  2. Verify workflow
  3. Contact reviewers
  4. Escalate if needed

🖥️ System Problems

  • Refresh page
  • Clear cache
  • Check connectivity
  • Contact support

Compliance

Requirements

📜 Standards

  • Department standards
  • Industry regulations
  • Company policies
  • Documentation needs

Tracking

📊 Audit Trail

  • Approval history
  • Change logs
  • User actions
  • Audit records

💡 Pro Tip: Set up automated notifications to keep reviewers informed and maintain efficient approval workflows.

⚠️ Important: All term approvals must follow the established workflow to maintain consistency and compliance.