Resource 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 a Resource document, you can… Preconditions New State

Activate

The resource is in Draft state.

You have entered all the required information.

Active

Reset to Draft

Return the schedule to the Draft state.

The resource is in the Active state.

Draft

Deactivate

The resource is in the Active state.

Inactive