Modify an in-progress Workflow

A workflow can be modified once it has been activated.

To modify the in-progress workflow:

  1. From the Document Register, go to More, then Manage Document Workflow.

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

  1. At the Manage Document Workflow screen, change the option to view “Reviews in progress” at the top of the screen.

  1. Click Add/Edit against the document to modify the workflow.

  1. Add/Remove members from the workflow or modify the sequence and durations for each reviewer as required. Reviewers who have either completed their review or have been notified to commence their review cannot be removed or adjusted.

  1. Click Save.

  • To Add / Remove/ or Replace reviewers in bulk, from within the Manage Document Workflow window, select the relevant workflows, go to More and choose between:

    • Add Reviewers: To add one or more reviewers to the in-progress workflow for the selected documents.

    • Remove Reviewers: To remove reviewers subject to them having not reviewed the selected documents.

    • Replace Reviewers: To replace one reviewer with an alternative reviewer for the selected documents, subject to the reviewer being replaced having not reviewed the documents.