Performing a Workflow Action

All Proliance documents have workflow states that define where it is in its life cycle within Proliance. All documents have a Workflow tab. You advance a document through its workflow by performing a workflow action.

Each document has its own default set of workflow actions. If customized states were created for a document subtype, it will include the default actions for each state. Proliance may display the recommended action button at the top of the page.

Proliance always displays a workflow action button in these instances:

When you create a new document. The button that is displayed is either from the workflow plan for the document, or it is the default one for that document type. For more information about workflow plans, refer to the Proliance Local Admin on-line help.
When you open a document that was addressed to you and the person who sent the document selected any recipient action other than 'None'.
When you set up the document for a particular state.

Proliance does not display a workflow action button in these instances:

When you open a document for which you have not received a notice. In other words, you have not been formally requested to respond to the document.
When the person sending you the document selected 'None' as the recipient action.

Note: Names next to "Hcc:" cannot be removed here. In other words, these people must receive notice about a document's state change.

Many documents offer several possible courses of action from a given workflow state. If your security role permits it, you will see the actions you can perform under the under the Workflow button. These actions may be different from the recommended one. For more information, see "Setting Up a Document for an Action".