๐Ÿ”„ Workflows

The Workflow Tab in the Document Module is used to view and navigate workflows connected to the document. It provides an overview of tasks, status, and responsibilities but does not manage the workflow itselfโ€”workflow management is done in the Workflow Module.
๐Ÿ“– Read time:
3
min
๐Ÿ”– Category:
Document

This tab helps users track where a document stands in a process, ensuring better control of:

  • Document reviews
  • Approvals
  • Action assignments

The Workflow Tab is read-only and strictly for navigation and insight.

๐Ÿ” What You Can Do

Action Description
View Status See if a workflow is open, closed, or pending
Check Responsibilities Identify who is responsible for the next step
Navigate to Workflow Click the linked workflow number to jump directly into the Workflow Module
Monitor Progress View the current stage, including descriptions of pending actions

๐Ÿ“Š Workflow Tab Example Table

โ€
Workflow Number Status Responsible Current Action
WF-1023 Open Emma Thompson Waiting for Review
WF-1024 Closed N/A Completed

๐Ÿ—บ๏ธ Typical Use Case

Imagine you have a document called Electrical Diagram 2025 connected to multiple workflows:

  • WF-1023: Open โ€“ Waiting for technical review
  • WF-1024: Closed โ€“ Approval completed

With the Workflow tab, you can:

  • See the document's current process steps
  • Jump into the Workflow Module to take action (if you have permissions)

โ“ FAQ

Q: Can I start or stop workflows from the Workflow tab?
A: No. This tab is for viewing and navigating only. Workflow actions are done in the Workflow Module.

Q: What happens if a workflow is closed?
A: Closed workflows stay visible for reference but cannot be edited.

Q: Do I need special permissions to view the Workflow tab?
A: No, if you have document access, you can see the Workflow tab, but actual workflow changes require additional rights.

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