Define a Workflow

When the administrator defines a change type, the process includes the definition of the workflow that will be available when you create a change order of that type.

Define the Sequence of Statuses

You can define individual status to be used in the workflow, but each status must be derived from standard Status Types:

• Open

• Interim Approval

• Approval

• Scheduled

• Completed

Every workflow has at least the following statuses by default:

• Open

• Approval

• Scheduled

• Completed

You can define multiple status of the types Open and Interim Approval. However, the statuses of type Approval, Scheduled, or Completed can each occur only once in a workflow.

A workflow for a change order always begins in Draft status after it has been created.

Transition of Status

To execute a status transition, use the change status option in the change order workflow.

If there is a problem in changing a workflow's status, running an Audit Report of the change order may indicate issues with status Entry and Exit criteria.

Hold and Cancel Statuses

A workflow can be put on Hold with the Hold status option. Later this workflow could be resumed by moving it to another status.

A workflow can be canceled with the Cancel status option. However, once the Cancel status is set, this workflow can't be resumed.