Advanced Workflow - User Essentials

Introduction – (ECR) Example

Once an ECR record has been submitted to workflow, its [ WORKFLOW ] tab and its buttons appear within the ECR ’s form to display the ECR ’s progress throughout its define workflow processes:

If the ECR record’s decision makers decide that its requesting changes should NOT be applied to its assigned documents, they can reject the ECR record out of workflow and terminate the ECR record. In this case, the ECR record will not become available to be applied to the assigned documents. If the ECR record’s decision makers decide that its requesting changes SHOULD be applied to its assigned documents, and the ECR record is approved through its workflow, then the ECR record’s status will be set to “ACCEPTED”:

ACCEPTED ECR records are change requests that have been formally approved to be applied against documents, but have not actually been applied yet.

40136 Bologna Italy

www.mechworks.com

11