Advanced Workflow - User Essentials

Life Cycle of an EC Record – ECR

WORKFLOW_REJECTED-STATUS : A workflow decision maker found an issue and has decided to reject the ECR record out of workflow. The ECR record’s [EC_STATE] (referencing the life-cycle status of the ECR record) will automatically change to WORKFLOW_REJECTED to indicate that the ECR record was in workflow and that it has been rejected out of workflow. Most environments are configured to automatically initialize a notification regarding the rejection. There are two primary reasons for this process, to allow for required corrections or to get the ECR record terminated:

Now the ECR record can be corrected before resubmitting it to workflow (so it is back to being in an entirely writable state). Users can edit the ECR Data Form’s metadata, change its assigned Form, add/remove assigned documents, and add/remove attachments. Its assigned documents can be CHECKED-OUT and CHECKED-IN as needed.

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