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 Module Menu, hover over Documents and select Manage workflow.

    Manage workflow selected from module Documents menu

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

    Awaiting activation selected from Document Workflow widget

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

    Activate review process from Manage Document Workflow

  1. Click the Activate button.

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

    Default Workflow selected to apply from Activate review prompt

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

    Green activation success message - document review workflow

  • You can organize the register to show workflows in groups for easy reference. To group entries, drag the column header to the gray bar above the register. You can drag multiple columns to the bar to create groups within groups. You can also click the column headers to switch between ascending and descending order.

  • 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.

  • When you activate workflow for documents that have the same review team, Document automatically generates a unique tag for the documents in the workflow. The tag shows in the Tags column in the Review or Release register for you to use to filter the register to quickly find all documents in the workflow.

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