You need to have writing or management rights to start a workflow, either parallel or serial.
To start a parallel workflow, you need to select the workflow type, the reviewers and due date.
To start a parallel workflow:
- On the Summary tab, in the Workflow process section, select the parallel review and click on the Start button.
The form to select the reviewers and start the workflow is displayed on the Summary tab. A Show graph view button is also available, that displays the workflow route in a pop-up window.
A Workflow tab is now available on the document from which you can select reviewers, see the graph view but also see the current and previous tasks and abandon the workflow.
Search and select the users you want to consult for the review:
In the Participants on the review, type the name of a user or a group.
The users and groups corresponding to the letters typed are displayed.
Click on the user you want to add on the workflow.
Repeat these two steps to add all the participants to the review.
Tasks assigned to a groupA task assigned to a group is displayed to all the members of the group. As soon as a member of the group approves or rejects the document, the task is completed and the workflow continues.
- Type a comment for the reviewers, for instance if you want them to pay attention to a specific section of the document.
Select the due date by when the participants need to have reviewed the document.
When the due date is passed, the consultation task is automatically closed to all reviewers that haven't provided their opinion on the document and the workflow goes to the next step: the initiator approval.
Click on the Start the review button to let participants give their opinion on the document. Only the Show graph view button remains on the Summary tab. The document is locked so that only the workflow initiator can edit the document.
On the Workflow tab, the current task and the previous ones are displayed.
All reviewers get a Consultation task in their Home Workflow tab.