Working with Workflows and States
A workflow is an ordered group of milestones called states, through which a document passes on its way to completion. Workflows are created in ProjectWise Administrator and can be assigned to folders and work areas as needed in ProjectWise Explorer. Access control security settings can be applied to a workflow, and to each state in a workflow, so that only certain users have access to a document when it is in a particular state.
When a workflow is first assigned to a folder or work area, the documents in that folder or work area are placed in the first state of the workflow. When a document completes its first milestone, the user working on the document sends it to the next state in the workflow. Users with access to that next state can then begin working on the document. The process continues until the document passes through all states in the workflow and is considered to be finished. Users with appropriate permissions and user settings can then mark the document as Final (also referred to placing the document in final status) to indicate that the document has reached the end of the workflow. Documents that are marked as Final are read-only, to prevent anyone, regardless of permissions, from further modifying the document. Users with appropriate permissions can also remove final status from a document if needed.
To change a document's state, your user setting Write and Change Workflow State permissions must be on for that document.
must be on, and both yourTo set final status on a document, your user setting Change Workflow State permission must be on for that document. To remove final status, your user setting must be on, and your Change Workflow State permission must be on for that document.
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