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Workflow Roles

Doer and Responsible are two roles used in workflows.

This topic contains the following sections:

Doer

Doer is a person (end-user) who will perform something in a Step, for example enter values in a Form. A Doer can also be a manager for the particular step and is responsible for following up on the status.

A Doer can enter the following Status on a Step:

  •         In Progress

  •         Ready

The status is automatically set to "In Progress" when a Doer registers values in a form and saves values to the database.

The status "Ready", is manually entered when they consider it ready.

Note: When the status "Ready" is set, the Step is locked for the Doer. This means that:

  •        The Step becomes "Read Only" and no changes can be registered by the Doer.

  •        Only users who have the roles Responsible or Superuser can unlock the Step from the status "Ready" to "In Progress".

Responsible

Responsible is the person who will approve the step. For example, a "Division Manager" must approve each department step defined in the Division.

A Responsible can make the following changes on an individual Step:

  •        Approve

  •        Reject

  •        Unlock

Approve, Reject, and Unlock is not possible to set until the Step Status is set to "Ready".

A Responsible can register values and do an update on a Step.

Note: When the status is "Approved" the step is locked for a Responsible on Form, if the step is "Read-Only". No changes can be updated by either a Doer or Responsible.

It's possible to deny a Responsible from making changes in the form. Then, only the Doer can register values in the form.
Published:

Workflow Roles

Doer and Responsible are two roles used in workflows.

This topic contains the following sections:

Doer

Doer is a person (end-user) who will perform something in a Step, for example enter values in a Form. A Doer can also be a manager for the particular step and is responsible for following up on the status.

A Doer can enter the following Status on a Step:

  •         In Progress

  •         Ready

The status is automatically set to "In Progress" when a Doer registers values in a form and saves values to the database.

The status "Ready", is manually entered when they consider it ready.

Note: When the status "Ready" is set, the Step is locked for the Doer. This means that:

  •        The Step becomes "Read Only" and no changes can be registered by the Doer.

  •        Only users who have the roles Responsible or Superuser can unlock the Step from the status "Ready" to "In Progress".

Responsible

Responsible is the person who will approve the step. For example, a "Division Manager" must approve each department step defined in the Division.

A Responsible can make the following changes on an individual Step:

  •        Approve

  •        Reject

  •        Unlock

Approve, Reject, and Unlock is not possible to set until the Step Status is set to "Ready".

A Responsible can register values and do an update on a Step.

Note: When the status is "Approved" the step is locked for a Responsible on Form, if the step is "Read-Only". No changes can be updated by either a Doer or Responsible.

It's possible to deny a Responsible from making changes in the form. Then, only the Doer can register values in the form.
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