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A Doers Status Options

The following is a Doer's Status Options (requires Status tracking):

  • Initiated: The form or report is automatically initiated when opened.

  • In progress: Work in progress within the step, status changes automatically when the FORM or REPORT is opened.

  • Ready: This status must be set manually by the doer when they consider it ready. The step will then automatically be locked for the Doer which means;

  1. The forms on the step transform to "READ-ONLY" templates and no changes can be registered by the Doer.
  2. To unlock a "Ready" step, those who are workflow superusers and Responsibles on the step "Unlock"  it the status will go from "Ready" to "In Progress", allowing changes to be made.

workflow_design27
Published:

A Doers Status Options

The following is a Doer's Status Options (requires Status tracking):

  • Initiated: The form or report is automatically initiated when opened.

  • In progress: Work in progress within the step, status changes automatically when the FORM or REPORT is opened.

  • Ready: This status must be set manually by the doer when they consider it ready. The step will then automatically be locked for the Doer which means;

  1. The forms on the step transform to "READ-ONLY" templates and no changes can be registered by the Doer.
  2. To unlock a "Ready" step, those who are workflow superusers and Responsibles on the step "Unlock"  it the status will go from "Ready" to "In Progress", allowing changes to be made.

workflow_design27
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