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40 lines
2.0 KiB
Markdown
40 lines
2.0 KiB
Markdown
Review/Approval
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The traditional Review/Approval process has been around for a long time
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already and is still available, though the new workflow engine has been
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introduced.
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Review/Approval is a very simple, but in many cases sufficient, workflow
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to review and approve document versions. Review and approval is done by users
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in behalf of themself or the group they belong to. A document version
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is reviewed or approved if all users and groups in charge of it, have
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found the document version to be ready and worth for release. If a single
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user rejects it, it will not change its status to 'released' but to 'rejected'.
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Review is always done before approval, but a document version may not have
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to run through both processes.
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A version can use just the approval process without a review before,
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and it can also skip the approval process and just run through review. In
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the second case the document will be released immidiately after successful
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review.
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If a group is in charge for reviewing/approving a document, it will be
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sufficient if one member of that group takes action.
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Internally SeedDMS keeps a record of all approval/review actions done on
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a document version. When a document version is uploaded with both processes
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in place, then for each user/group a list of log entries is created. Any
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action on the document will add a new entry to the log. Those entries
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contain the action (release/reject), a user comment and the current date.
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Each entry will also trigger an internal function which checks, whether
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the last action causes a document state change. Such a state change happens
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when all reviews or approvals are done, or if a review/approval is rejected.
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If a user or a group is deleted and some documents are still waiting for
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a review/approval, this will also be logged and the review/approval will
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no longer be needed to release the document.
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Before a document leaves the approval or review state any review/approval
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or reject can be changed. So if a user initially approves a document and
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later changes her/his mind, he/she can still reject the document.
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