Document phases are used in document records, and are incorporated into document review models. When a review is routed or completed, the phase may be changed to indicate the current step in the document workflow.
It is not necessary to link reviews to phases; however, it may be helpful for more complicated document models that incorporate many reviews. The progress of the document can be easily determined by looking at the document's current phase.
Example Phases
|
Status |
INWORKS |
CURRENT |
EXPIRED |
|
Phase |
PENDING APPROVAL or UNDER RELEASE REVIEW (if approval is started) |
PERIODIC REVIEW SCHEDULED or UNDER REVIEW (if approval is started) |
PURGE DATE SCHEDULED |
User Rights
The following rights must be assigned to a user for that user to manage or view document phases:
| Rights | Description |
|---|---|
|
DPS_MANAGE |
Allows the administrator to add new document phases, modify existing phases, or delete phases. |
|
DPS_VIEW |
Allows the user to access and view document phases. |
NOTE: See Rights Groups for more information on assigning rights groups to users.
See Also
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