A Doer's Status Options

The following is a list of Doer's status options and actions (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;
- The forms on the step transform to "READ-ONLY" templates and no changes can be registered by the Doer.
- 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.

The following is a list of Doer's status options and actions (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;

The forms on the step transform to "READ-ONLY" templates and no changes can be registered by the Doer.
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.