Advanced Workflow - User Essentials

Introduction – (IR) Example

Once an IR record has been submitted to workflow, its [ WORKFLOW ] tab and its buttons appear within the IR ’s form to display the IR ’s progress throughout its define workflow processes:

NOTE: Workflows will be covered in more detail later within this manual. For now, consider it a formalized procedure by which several decision makers (such as the Engineering Manager, Manufacturing Manager, and Process Controls Manager) can review the IR record and its assigned documents and either Reject or Approve them. Once all workflow decision makers have approved the IR record, the IR record is approved out of workflow and its assigned documents are automatically RELEASED at their first Major revision (A in the figure below):

40136 Bologna Italy

www.mechworks.com

8