Workspace Summary 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 the Workspace Summary document, you can…

Preconditions

New State

Accept

Accept the workspace summary if it has been reviewed and accepted.

Can only be accepted from the Organization level

Accepted

Reject

Reject a workspace summary that was not satisfactory

The workspace summary was in Pending Acceptance state

Rejected

Submit Summary

Release the workspace summary to the organization. This action is only available when a workspace summary has not been released to the organization.

Can only be released from the Workspace Level

Pending Acceptance