Advanced Workflow - User Essentials

Manually creating a new ECN record. To properly document changes 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 ECN]:

The module automatically determines which “related” documents within the associated Linked groups will be assigned to the new ECN 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 ECN record:

The above status dialog is displayed during its calculation process.

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