Atualizado em 03 de junho de 2021
To approve a document that is in a folder that has a parameterized flow, the user must be involved in the flow that was defined in Docs.
Documents with the flow in progress are highlighted with the icon.
Click on to start the flow.
The window to proceed with the approval flow will be displayed.
During Check Out the document is blocked for alteration, to prevent simultaneous access. Only the preview of the latest approved version will be available.
For units that have the item Password confirmation for critical operations enabled in the Qualiex security options, it will be necessary to enter the password to perform the check in / check or obtain a copy of the document.
In the History tab, the date that the change has occurred is listed, in which step of the flow the change occurred, the User that made the change, the Type of action performed and the Observations inserted.
When performing Check In, it is necessary to inform the revision data and describe the changes.
Click “Next” to continue on the Documents tab.
Check the document data.
It is necessary to have permission to change controlled document in Docs permissions .
Permission to change read confirmation settings in Qualiex settings is required.
Available only if the read confirmation is “yes”.
If metadata has been configured in the selected classification, it will be displayed for filling in the Metadata tab.
After filling in the fields, click on “Send” to update the document and end the flow action.
Check the Completed option and click “OK“.
The window will appear with the options to proceed with the flow.
It will not be possible to return to the elaboration/preparation step if the responsible person is inactive / disconnected from the company. The best option is to cancel the flow, and start it again.
After selecting the action to be performed in the flow, you should continue to check the following information:
After completing the flow, history of the changes is available for viewing in the document details .
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