Advanced Workflow - User Essentials

Data Form - Border

Related topics will be covered in more detail later within the manual when the Grids and Buttons of the EC Data Forms are documented in detail. For now, please note that the availability to many of the EC record’s functionality is directly impacted by its mode (New vs. Edit vs. View).

NOTE: Only one user can open a specific EC record in Edit mode at a time. Similar to how MechWorks PDM ensures that only one user can CHECK-OUT a document at a time, the module only allows one user write access to a particular EC record at a time. If a second user attempts to open an EC record while another user already has it opened using its Edit mode, the second user will only be able to open the EC record in View only mode (until the other user closes the noted EC record).

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