Advanced Workflow - User Essentials

Data Form - Border

YELLOW: Edit Mode A yellow Border indicates the EC ’s Data Form is in edit mode:

Many of its Fields within its Tabs will be writable. Depending if the EC record is currently in workflow (or optionally its first workflow state), users may be able to: • [ Submit To Workflow ] – if it is not already in workflow.

• [ Approve ] or [ Reject ] the workflow state for the EC record – if it is in workflow. • [ Add ] or [ Remove ] assigned documents to the EC record – depending on workflow. • [ Add ] or [ Remove ] configurations to the EC record – based on options. • [ Add ] or [ Remove ] attachments to the EC record. • [ Add ] or [ Remove ] incorporating ECR records – only applicable for an ECN record. • Reassign the Data Form’s style for the EC (like mechanical vs. electrical ). • [ Terminate ] the EC record – typically a workflow process.

40136 Bologna Italy

www.mechworks.com

37