The workflow is an integral part of document management. They represent the modeling of a work process, defining how documents inside a workgroup transition between statuses and participants according to a predefined set of rules. The predefined workflow rules are as follows:

• Assign each status a name that clearly defines its function.
• Specify the procedure for moving to the next status.
  
• List all possible statuses that can follow the current one.
• Indicate who the document will be assigned to as it transitions between statuses.
• Identify individuals who will be notified of a document’s status change and those who can edit the document.

In Cerri Project, creating a workflow involves: Defining all of possible document statuses; then linking the statuses to create a workflow. 

Workflows can be defined for the following document types in Cerri Project:

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