Advanced Workflow - User Essentials

Life Cycle of an EC Record

IR OR ECN: Basic States The “conceptual” life-cycle for IR records and ECN records looks like:

Reject for Corrections

Submit To Workflow

New

Edit

Continue

Completed

Yes

Workflow Review

No

Workflow Review

Approve

Terminate

Workflow Review

Reject to Terminate

While in the New and Edit modes, the EC record can be updated (it is writable) and documents from MechWorks PDM can be assigned and/or removed from the EC record. While the EC record is within its workflow review process, the EC record can be updated (it is writable), but documents from MechWorks PDM cannot be assigned and/or removed from the EC record. Once it is Completed or Terminated, no changes can be considered. Following are the STATUS assignments used within the database to properly control the EC record’s life-cycle • NEW-STATUS : The EC record has been created and is not currently submitted into workflow. Users can edit the EC Data Form’s metadata, change its assigned Form, add/remove assigned documents, and add/remove attachments. If it is an ECN record, users can also add/remove ECR records to be incorporated . EC records are in the NEW-STATUS until the EC record is submitted to workflow or terminated. • WORKFLOW_SUBMITTED-STATUS : The EC record has been submitted to workflow for review (no one has reviewed it yet), so the EC record is at its first workflow state waiting for the first workflow decision maker to approve/reject it. Users can edit the EC Data Form’s metadata and add/remove attachments. Users cannot change its assigned Form. Users cannot add/remove ECR record assignments against an ECN record. In most environments, users cannot add/remove assigned documents against the EC record (but this is an option that the administrator could activate).

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