Workflow Types (v10.xx)

Workflow Types (v10.xx)

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) 

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