Initiate Workflow

To initiate a workflow for a controlled document, follow the steps below.

  1. Navigate to the Documents Library modal within the Collaborate Room and expand the necessary folder to access the document.
  2. Click on the paper plane icon which indicates the document is ready for workflow or select the three-dot menu and select the Initiate Workflow option.

  3. On the Workflows wizard, select the appropriate workflow for the specific document type.

  4. Specify the number of approvers to complete a stage in the workflow in the Minimum Number of Approvers section and click on the Next button.

  5. Within the eSignature step, select the signers who should review the document and click on the Next button.

  6. On the Training step, check the Training Needed checkbox if users are required to complete training in GlobalLearn when the new version becomes effective and click on the Review button.

  7. In the Review & Confirm step, verify the details and click on the Add Document(s) to the Workflow button for users to begin the review.

  8. Once the document is successfully added to the workflow, the icon in the grid changes, indicating the document is under review.

Important

  • The Change Control workflows enabled via Settings > Workflows > Workflows are displayed in the Workflows wizard and available for selection.
  • The wizard for a specific workflow shows the number of steps configured during its creation, which may vary depending on the workflow.