Activity Workflow Actions

While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".

The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".

From an activity document, you can… Preconditions New State

In Review

Submit the activity document for review.

None.

In Review

Approve

Approve the activity document.

None.

Approved

Reject

Reject the activity document.

None. Rejected

Complete

Complete the activity document.

None. Completed

Cancel

Cancel the activity document.

None. Canceled

Reset to Draft

Reset the activity document to the draft state.

None. Draft