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Process documentationDocument Approval Workflow Locate this document in the navigation structure

 

This process describes how documents are approved when you activate the related workflow.

Prerequisites

You have done the following:

  • Checked the document approval workflow and the related tasks and starting conditions using transaction Workflow Builder (SWDD). Also, check whether the starting conditions are active.

  • Checked whether you have activated the workflow in the Customizing for Document Builder Content Management under   Basic Functions   Define Contents   and under   Regulation Sets and Elements   Standard Elements   Define Elements  .

Process

This graphic is explained in the accompanying text.

The document approval workflow proceeds as follows:

  1. An author creates a document; the document status is set to New.

  2. The author edits the document; the document status is set to Held.

  3. The author releases the document to submit it to a manager for approval; the document status is set to In approval.

  4. The manager can either approve or reject the document in the Universal Worklist (UWL). If approved, the document status is set to Released.