Advanced Workflow - User Essentials

Manually creating a new ECR record. To propose a change to existing documents, Control+Select the desired documents to select a group of documents, then use the right-mouse-button and select [LIFE_CYCLE]  [CREATE NEW]  [Create ECR]:

The module automatically determines which “related” documents within the associated Linked groups will be assigned to the new ECR record. The administrator can configure the options differently regarding the automatic association of Linked group records for each EC record type ( IR vs. ECR vs. ECN ). For example, it is possible to automatically associate all Linked CONFIGURATION specific records when creating an IR record while only associating the specifically selected CONFIGURATION record when creating an ECR record:

The above status dialog is displayed during its calculation process.

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