Workflow Types (v8.xx)

Workflow Types (v8.xx)

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. 

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