Advanced Workflow - User Essentials

Contents 1 Introduction………………………………………………………………………………………..3 Example………………………………………………………………………………………………………..5 2 Creating a New EC Record…………………………………………………………………20 IR…………………………………………………………………………………………………………………20 ECR……………………………………………………………………………………………………………..23 ECN…………………………………………………………………………………………………………..…26 Automatic Creation…………………………………………………………………………………….31 3 The Data Form………………………………………………………………………….………35 Border…………………………………………………………………………………………………………36 Tabs and Fields……………………………………………………………………………………………40 Grids……………………………………………………………………………………………………………41 Buttons……………………………………………………………………………………………………….59 4 Accessing Existing EC Records……………………………………………………………66 EC Grid………………………………………………………………………………………………………..67 View EC History…………………………………………………………………………………………..68 Searching for EC records……………………………………………………………………………..70 Assigning documents to an existing EC record…………………………………………….78 5 Life Cycle of an EC Record………………………………………………………………….83 IR and ECN Life Cycle…………………………………………………………………………………..83 ECR Life Cycle……………………………………………………………………………………………103 6 Workflow…………………………………………………………………………………………118 What is Workflow? (Processes and States)……………………………………………….118 Interacting with Workflow………………………………………………………………………..119 Dynamic States………………………………………………………………………………………….125 Group Review States…………………………………………………………………………………126 On Hold…………………………………………………………………………………………………….132 7 Exporting…………………………………………………………………………………………134

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