Understanding document workflow types

The document workflow types in TeamWork are used to perform the revision of individual documents. Document workflow ensures that the steps of producing a new revision of a document are executed in the correct order by the correct persons. For example, a simple document workflow might require that a revision be reviewed before it can be released for use. Document revisions can only occur within specified states of the workflow. TeamWork features different types of document workflow: document type workflow.

Warning    Revoking a workflow deletes the copy of the document being changed in the workflow and reinstates the released revision of the original document as the highest revision. If the document was created new in the workflow, it is also deleted but there is no original document to reinstate so be certain that the document will not be needed or a backup copy is kept elsewhere before revoking the document’s workflow.

Document type workflow is moderately complex among the different document workflow types. It controls the three major phases of revision: (1) initiation, (2) work in progress, and (3) review and approval. A system administrator selects options for each of these phases that determine which steps the workflow will include. The commands for using document type workflow are named for the transitions between states that the commands run, and include names like Start Change, Submit, Start Review, Approve, and Release.