Advanced Workflow - User Essentials

Creating a New EC Record - ECR

NOTE: The administrator can configure options that will restrict when document records can be assigned to an ECR record. For example, administrators may prevent ECR records from being created against documents that have not been incremented to their first Major revision (still in the conceptual revision scheme). Attempting to create an ECR record against document records that are not allowed to have an ECR record created against them will result in a dialog similar to the following:

NOTE: It is allowed for a document of an associated Linked group to be assigned to multiple open/active ECR records.

For more information about what is considered an open/active ECR record, please see the Life Cycle chapter of this manual.

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