Advanced Workflow - User Essentials

Data Form – Grids: DOCUMENT

Depending on the environment’s options, decision makers may be able to reject a selected assigned document from “workflow” while the EC Data Form itself remains in workflow. For example, assume that a decision maker is reviewing the assigned drawings and they notice that one of the drawings has a spelling error. If the environment’s options allow it, the assigned document could be rejected from workflow and the EC Data Form itself would be automatically placed [ On Hold ], waiting for the correction to be applied against the assigned document and then resubmitted. For example, the following ECN Data Form is currently in workflow (as a result, its assigned documents are automatically set to a “ No Life-Cycle ” status). A decision maker notices that one of the ECN ’s assigned drawing has a spelling error and determines that it would be best to just have the spelling error corrected without rejecting the entire ECN record. The decision maker would select the record from within its [ DOCUMENT ] grid with the right-mouse button and from its menu, select the [Reject from Workflow] command:

The decision maker will be presented with a dialog similar to the following, allowing the decision maker to specify why the assigned document is being rejected at this time:

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