The workflow is an integral part of document management. It is the modeling of a work process that defines how documents inside a workgroup pass from one status & participant to another according to a predefined set of rules. These predefined rules:

• Assign each status a name that clearly defines its function,
• Specify how to proceed to the next status,
• List all of the available statuses following the current one,
• Indicate who the document will be assigned to as it moves from one status to the next,
• List who will be notified of a document’s status change and who will be able to edit the document.

In GeniusProject, creating a workflow consists of first defining all of the possible document statuses, and then linking them together as a workflow. 

It is possible to define workflows for several types of documents in Geniusproject:

• Project request documents,
• Cost documents,
• Plan documents,
• Project progress report documents,
• Risk documents,
• Deliverable documents (default workflow available),
• Issue report documents (default workflow available),
• All Generic documents whose types are defined in the Keywords & Labels setup document.