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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 Schedule document, you can... | Preconditions | New State |
|---|---|---|
|
Approve You finished entering the tasks and work can begin on the tasks. |
The schedule is in Draft state. You have entered all the required information. |
Approved
|
|
Complete You have finished working on the tasks and the scheduled work is complete. |
The schedule is in Approved state. |
Completed
|
|
Reset to Draft Return the schedule to the Draft state. |
The schedule is in the Approved or Completed state. |
Draft |