AX1333
file processes
Using Process Management, you can define and manage the set of steps necessary for the plan files in a file group to complete a particular planning process. This is a special feature of Process Management known as a plan file process.
When using a plan file process, you can:
- Define a set of steps for plan files to progress through. Plan files can skip certain steps if those steps do not apply to all plan files.
- Assign ownership for each plan file in each step, and manage access to plan files based on that ownership.
- Assign due dates for each step, to establish a timeline for each step, as well as for the overall process.
- Automatically notify users when they are responsible for completing a step for a plan file, as well as other process notifications and reminders.
Plan file processes consist of edit steps and approval steps:
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When a plan file is in an edit step, the owner is responsible for editing the plan file as needed to complete the step. When the user has finished their edits, they can complete the task to submit the plan file to the next step in the process.
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When a plan file is in an approval step, the owner is responsible for reviewing the plan file and optionally making edits as needed. The user can then either approve the plan file to move it on to the next step, or reject the plan file to return it to a prior step. Approvals can be sequential (one user must approve the plan file before it progresses) or concurrent (multiple users can review and approve the plan file at the same time).
This section discusses how to set up and use plan file process definitions. The Process Management feature can also be used to track any type of process, using general process definitions. Because general process definitions support different step types and different features, they are not discussed in this section.
