Instruction 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".

From an instruction document, you can… Preconditions New State

Submit

Submit the instruction to a recipient.

You are a contact of the Awarding Company or you have sufficient security permission.

Instruction Submitted

Submit Response

Submit a response to the sender of the instruction.

You are a contact of the Receiving Company or you have sufficient security permission.

Response Submitted

Close

Close the instruction document if you do not require any further action on this document.

You are a contact of the Awarding Company or you have sufficient security permission.

Closed

Cancel

Cancel this document if it is no longer an active document in the workspace.

You are a contact of the Awarding Company or you have sufficient security permission.

Canceled

Resubmit

Resubmit a closed instruction document.

You are a contact of the Awarding Company or you have sufficient security permission.

Instruction Submitted

Incomplete-Reissue

Request the sender to re-send the instruction with more information. This occurs when you have received an incomplete instruction.

You are a contact of the Awarding Company or you have sufficient security permission.

Response Submitted

Reset to Draft

Reset a canceled instruction document to Draft state.

You are a contact of the Awarding Company or you have sufficient security permission.

Draft