Activating a Default Workflow

The Review Initiator can activate the manual workflow to the default review team  which can be edited as required.

The review initiator can activate the workflow on a per document basis or for a batch of documents.

To activate the default rules based review team:

  1. From the Document Register, click More and select Manage Document Workflow.

  1. Alternatively, from the Dashboard Workflow widget, select Awaiting activation.

  1. At the Manage Document Workflow screen, by default “Review not started” is listed. Select the document(s) to activate the review process.

  1. Click the Activate button.

  2. By default, the option Default Workflow is selected, click OK.

  1. The review process will be activated using the rules based review team each document relates to.

  2. At the review activation confirmation message click OK.

  • The first reviewer (for serial reviews) or all reviewers (parallel reviews) will be notified by email to complete their review(s).

  • The default rules based review team can be modified during the activation process by clicking the Add/Edit link at the Manage Document Workflow screen. The changes only apply to the document against which you clicked Add/Edit. Once saved a prompt to activate the workflow for this document will appear.

  • If a restrained document that has been released is edited by the originator by adding an additional view file, even if the revision and/or status are not changed, the document is automatically available for workflow activation again. When activated in this scenario (i.e. the revision has not changed) the workflow will be considered as Level 2.

  • If the option is enabled, the Review Initiators can Release/Reject a document prior to activation of workflow.