Creating, editing, and deleting document life cycles

A document life cycle defines the overall workflow of a document. Each life cycle contains multiple statuses and one or more transitions between the statuses. The current status of a document grants the right to run individual transitions to selected groups of Meridian Project Portal users. A document's life cycle is selected at the time of document creation.

To create a new document life cycle:

1. In the Settings view, expand the name of the workspace in which you want to create the document life cycle, expand Document properties, and click Document lifecycles. A page listing the existing document life cycles appears.

2. In the Document lifecycle section header, click New. A page showing the available document life cycle options appears.

3. Click options or type values using the descriptions in the following table.

4. To save the life cycle without defining status transitions, click Create Empty Lifecycle. The page listing the existing document life cycles reappears with the new document life cycle added.

OR

4. To save the life cycle and proceed to define status transitions, click Create and Edit. A page showing the available status transition options appears.
5. For each possible transition between two statuses, Click options or type values using the descriptions in the following table.

Note    You can only create one transition between the same two statuses.

6. Click Create. The page refreshes to show the new transition added.
7. To change an existing transition:

1. Select the transition that you want to edit and click Edit transition. The page refreshes to show the transition's current options.
2. Select options using the preceding table.

Note    You may only change the Authorized groups of existing transitions.

3. Click Save. The page listing the existing status transitions refreshes.

8. To delete an existing transition:

1. Select the transition that you want to delete and click Delete. A confirmation dialog box appears.
2. Click OK. The page listing the existing status transitions refreshes to show the selected transition removed.

9. When you are finished creating and editing status transitions, click List Lifecycles. The page listing the existing document life cycles reappears.

To edit the properties of an existing document life cycle:

1. In the Settings view, expand the name of the workspace in which you want to edit the document life cycle, expand Document properties, and click Document lifecycles. A page listing the existing document life cycles appears.

2. On the Actions menu of the life cycle that you want to edit, click Edit properties. A page showing the document life cycle's current options appears.
3. Select or type options using the descriptions in the first table in this topic.
4. Click Save properties. The page listing the existing document life cycles reappears.

To edit the transitions of an existing document life cycle:

1. In the Settings view, expand the name of the workspace in which you want to edit the document life cycle, expand Document properties, and click Document life cycles. A page listing the existing document life cycles appears.

2. On the Actions menu of the life cycle that you want to edit, click Edit transitions. A page showing the document life cycle's current transitions appears.
3. Select options using the descriptions in the second table in this topic.
4. Click List Lifecycles. The page listing the existing document life cycles reappears.

To delete an existing document life cycle:

Note    If you delete a life cycle from the workspace while the workspace is still active, all life cycle and status information are removed from the document properties.

1. In the Settings view, expand the name of the workspace in which you want to delete the document life cycle, expand Document properties, and click Document life cycles. A page listing the existing document life cycles appears.

2. On the Actions menu of the life cycle that you want to delete, click Delete. A confirmation dialog box appears.
3. Click OK. The page listing the existing document life cycles appears with the selected document life cycle removed.