Overview

You can select among different workflows in the space configuration, and depending on the workflow you choose, the content in that space will undergo different states.

Users can be assigned to undertake reviews of the content in different states depending on the chosen workflow. 

An optional feature of all the workflows is to require users to use their email and a one-time password (OTP) to confirm their identity when registering an approval. Each individual approval can be set to require user authentication using this e-signature.

In the Quality Management Systems (QMS) workflow the approvals by default in the Draft and the In Approval states require an e-signature for reviewers

Each workflow can be edited using the workflow builder visual editing tool to customize the workflow.


WorkflowWorkflow Description

Content can in one of three states:

  • Review
  • Approved
  • Rejected

Users can be assigned to review and approve the content in the Review state. The workflow will transition the content to the Approved or Rejected state based on the reviewer's decision.

Each time the Approved content is edited, the content state is reset to the Review state.

An e-signature process (user email and one-time password authorization) can be configured for each approval.

Content can be in one of four states:

  • Review
  • Rejected
  • Approved
  • Expired

Users can be assigned to review and approve the content. A review of content can be undertaken in the Review, Rejected or Expired states.

Updating content in the Expired or Approved state will cause the workflow to transition the content to the Review state.

Approved content will expire after a set period of time so that it can be reviewed.

An e-signature process (user email and one-time password authorization) can be configured for approval.

Content can be in one of four states.

  • Draft
  • In Approval
  • Published
  • Obsolete

This workflow has greater flexibility to manage the review and approval of content:

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