Introduction to MAGIQ Documents Workflows¶
Workflows allow authorized users to submit documents to pre-defined workflows.
You may create recurring workflows for ISO Document Control or SOX reviews for regulatory compliance purposes where documents are passed around automatically and are reviewed by the defined users until the document is either rejected or approved. Users with appropriate access can track these documents and their current workflow statuses.
Documents submitted to Workflows will go through certain steps before being completed.
At each step in the workflow, nominated reviewers are automatically assigned a task and a task notification (email) is sent to each.
Users who submit documents for review are only notified of the results when a decision is reached.
Notes
Workflows can also be used for simplifying distribution, for example-create a workflow called managers which will send a copy of the document to all managers at the same time.
Requirements:
The workflow functionality is built-in so nothing has to be done to activate this feature. The System Administrator (sysadmin) or the Library Manager can create workflows.