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Workflow and documentation module

 

Workflow can be connected to documentation module.

Create workflow with documentation task blocks, enter title, assigned user, from Task drop down select "Verify Contents" and create two statuses for approved and rejected option.

Create documentation task blocks, enter title, assigned user, from Task drop down select "Signature from database" and create two statuses for approved and rejected option.

 

Add START block and END block and connect all blocks with connectors and define statuses approved and rejected.

 

 

Documents can be specified with classification when they are sent to documentation module.

 

Each classification can be specified with workflow. When document enters documentation module and is specified with classification, workflow in run.

 

When document type 300 is sent to documentation module, workflow is automaticaly started. In Pantheon menu Settings - Documentation - Workflow Run, user can see unfinished tasks created by workflow.

With a double click on a record, workflow task is started. By clicking a button Verify Contents, document status is changed to reviewed. After document is reviewed, new button for approve appears which completes current task of verification document.

 

  

     


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