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Workflow Lifecycle & Management

Workflow States

StateDescription
Not StartedNo workflow exists. Document Controllers see a "Start Workflow" button.
In ProgressSteps are being processed. Active step is highlighted.
CompletedAll steps finished. The workflow completion email is sent to document controllers.

Staff Actions

Document Controllers can perform the following actions on active or completed workflows:

  • Restart: Resets all review steps to Pending and re-activates the first review step. The Document Controller step remains. Useful for re-routing after changes.
  • Cancel: Deletes the workflow entirely. A new workflow can be started from scratch.