Advanced Workflow - User Essentials

Data Form – Grids: DOCUMENT

From MechWorks PDM, the assigned user selects the assigned document and they execute a CHECKED-OUT to correct it accordingly. Once it has been corrected, the user executes a CHECKED-IN from within MechWorks PDM. With the corrections applied to the assigned documents, the user will then need to [Edit] the specific EC record so they can use its [Resubmit To Workflow] command from within the [ DOCUMENT ] grid of the specific EC Data Form:

The “ No Life-Cycle ” status is automatically re-applied so the records cannot be life-cycled within MechWorks PDM and the displayed values of the assigned document within the [ DOCUMENT ] grid within the EC Data Form is no longer highlighted by using red text (they once again have black text):

More, if all of EC record’s assigned documents are no longer noted as being [Rejected from Workflow], the workflow Buttons that were previously changed to [On Hold] and disabled will return to being the [Reject] and [Approve] Buttons. This ensures that the EC record can once again be approved forward or rejected backwards as needed.

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