Advanced Workflow - User Essentials

Life Cycle of an EC Record – ECR

ECR: Basic States The “conceptual” life-cycle for ECR records looks like:

Reject for Corrections

Submit To Workflow

Edit

New

Continue

Accepted

Yes

Workflow Review

No

Workflow Review

Approve

Terminate

Incorporated

Workflow Review

Completed

Reject to Terminate

While in the New and Edit modes, the ECR record can be updated (it is writable) and documents from MechWorks PDM can be assigned and/or removed from the ECR record. While the ECR record is within its workflow review process, the ECR record can be updated (it is writable), but documents from MechWorks PDM cannot be assigned and/or removed from the ECR record. Once it is Accepted, Incorporated, Completed or Terminated, no changes can be considered. Following are the STATUS assignments used within the database to properly control the ECR record’s life-cycle • NEW-STATUS : The ECR record has been created and is not currently submitted into workflow. Users can edit the ECR Data Form’s metadata, change its assigned Form, add/remove assigned documents, and add/remove attachments. ECR records are in the NEW-STATUS until the ECR record is submitted to workflow or terminated. • WORKFLOW_SUBMITTED-STATUS : The ECR record has been submitted to workflow for review (no one has reviewed it yet), so the ECR record is at its first workflow state waiting for the first workflow decision maker to approve/reject it. Users can edit the ECR Data Form’s metadata and add/remove attachments. Users cannot change its assigned Form. In most environments, users cannot add/remove assigned documents against the ECR record (but this is an option that the administrator could activate).

40136 Bologna Italy

www.mechworks.com

103