Open topic with left hand navigation
The following table summarizes the actions that you can take on each revision of a drawing or submittal. The current document state and your security role determine which actions are available to you at any given moment.
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 a drawing or submittal you can… | Preconditions | New state |
|---|---|---|
|
Accept the revision |
No preconditions, however Proliance will cancel any other revision in the series that was previously accepted |
Accepted |
|
Cancel Cancel the revision |
(none) |
Canceled |
|
Reject Reject the revision |
(none) |
Rejected |
|
Reset to Draft Reset the revision to the Draft state |
Revision must not already be in Draft state |
Draft |
|
Start Review Start the review process |
|
In Review |
|
Submit Submit a new revision for approval before review begins |
(none) |
Submitted |