Workflow Tab

The Workflow Diagram section displays state details for the current document in a graphical format. For more information about workflow viewer, see Using the Workflow Diagram.

The Workflow Plan section displays details about workflow steps associated with the document in grid form. It displays the Enter State, To:, Cc:, Hcc, Recipient Action and Message in columns for each state associated with the document.

If the next action for this document is queued up, this section displays who will receive a notice after the action is performed, what the recipient's action is, any custom messages, priority, and due date.

This section lists the companies that are involved in this document. They will appear in this section if they are a(n):

• Initiating Participant: A member of your company created the document. For example, in an RFI document, the initiating participant is the Question Source Company. In a cost document, the initiating participant is the Awarding Company.

• Receiving Participant: Your company is requested to contribute to the document. For example, in an RFI document, the receiving participant is the Answer Source Company. In a cost document, the receiving participant is the Receiving Company.
• General Participant: Your company is not directly contributing to the document but it has received notices about it.