Document phases are used in document records, and are incorporated into document review models. When a review is completed, the phase may be changed to indicate the current stage or milestone in the document lifecycle.
It is not necessary to link reviews to phases, however, it may be helpful for more complicated document models that incorporate many reviews. The progress of the document can be easily determined by looking at the document's current phase.
Example Phases
|
Status |
INWORKS |
CURRENT |
EXPIRED |
|
Phase |
PENDING APPROVAL OR UNDER RELEASE REVIEW (if approval is started) |
PERIODIC REVIEW SCHEDULED OR UNDER REVIEW (if approval is started) |
PURGE DATE SCHEDULED |
User Rights
The following rights must be assigned to a user for that user to manage or view document phases:
| Rights | Description |
|---|---|
|
DPS_MANAGE |
Allows the administrator to add new document phases, modify existing phases, or delete phases. |
|
DPS_VIEW |
Allows the user to access document phases for viewing and selecting. |
NOTE: See Rights Groups for more information on assigning rights groups to users.
See Also
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