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QMS Workflow State

Outline Description

Draft

  • only members of the Confluence group controlled_documents_approvers can approve, using user email and a one-time password token (if enabled)

  • if more than one member assigned to the group, all they all must approve

  • if approved, transitions to In Approval

  • if rejected, transitions to Obsolete

  • page can be edited

In Approval

  • same approval, only members of the group can approve, using user email and a one-time password token (if enabled for the workflow)

  • if more than one user is assigned as members of that group, they all have to approve

  • page cannot be edited

  • if approved, transitions to Published

  • if rejected, transitions to Draft

  • editions transition to Draft

  • tasks can be added

Published

  • the page is published to the target space using Comala Publishing

  • restrictions still apply

  • editions transition to Draft

  • it could transition to In Approval or to Obsolete

Obsolete

  • qms_obsolete label is added

  • page cannot be edited

  • page is published to the target space using Comala Publishing to transfer the new Obsolete state to the published space

  • restrictions and labels are copied to the page in the target space. 

  • tasks can be added

  • on-screen message is displayed "This page is obsolete".

An alternative to including an on-screen message also in the published page in the target space, is to use the macro include-segment.

This workflow includes workflow parameters. When applying a space workflow

  • a parameter reference value may only be available for use by the workflow after a workflow process, such as a transition, occurs. For example, the initial state should not include the use of the parameter reference value for a due date or pre-assigned reviewers for approvals to avoid blocking your workflow. Alternatively, you can choose to Initialize states when applying a space workflow

  • the parameter value is retrieved from the space parameters dashboard on first application of a workflow to a page or blog post. This value may be different to the value used in the workflow template