Advanced Workflow - User Essentials

Life Cycle of an EC Record – IR or ECN

• WORKFLOW_REVIEW-STATUS : The EC record is in workflow and has been approved by at least one workflow decision maker (so it is not in its first workflow state). 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 and users cannot add/remove assigned documents against the EC record. EC records are in the WORKFLOW_REVIEW-STATUS until the EC record is approved/rejected out of workflow. • WORKFLOW_REJECTED-STATUS : A workflow decision maker found an issue and rejected the EC record back to the users. 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 WORKFLOW_REJECTED-STATUS until the EC record is resubmitted to workflow or terminated. • COMPLETED-STATUS : When the EC record has been approved through its workflow states, the EC record is placed in the COMPLETED-STATUS . It has been accepted and it has reached the end of its life cycle processes. The EC record is closed and available for read-only access. • TERMINATED-STATUS : When the EC record has been terminated (completely canceled), the EC record is placed in the TERMINATED-STATUS . It has been terminated and is no longer available for life cycle processes. The EC record is closed and available for read-only access.

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