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High Compliance Environment Help Center

Using Workflows with your projects

If your project will be using Workflows follow these steps.

This article describes how to set up different sets of review labels and make them available for use by selected participants on their workflows.

Project participants will then use the review statuses you set up when they are reviewing documents as part of a Workflows process.

Before you start, click the Reviews tab and click Workflows. If you see a message saying you do not have permission to access this page, contact your Organization Administrator to assign you a user role with the required permissions.

Check and create Workflows Status Sets

A Project Owner has the option of using the standard set of review labels or they can create custom sets for use on different types of workflows.

  1. View the Workflow Status Sets section.
    This is where you see the Default Set of review statuses, and where you control the review status labels that are available within your project’s workflows. You can also decide if you want to map review statuses to a document status on entry and completion of the workflow.  You can change the default set and also create new status sets from here.

  2. Click New Status Set.

  1. Give the status set a name.
  2. If you want to update documents’ statuses automatically at the start and end of the workflow, click on the checkbox to Automatically update the document status.
  3. If you chose to automatically update the document status, you need to choose a document status given to a document when it starts going through a workflow. To do this, select an option from the Document Status on Entry selector.
  4. Enter up to six review status labels. You can select a predefined label from the dropdown list, or click into a field and start typing your own label. The labels must be ordered so that the status that has the least influence on the review appears at the top of the list, and the one that has the greatest influence is at the bottom. The colors beside these labels are used to color-code your Aconex Workflow reports.
  5. If earlier you chose to automatically update the document status, you’ll need to select a document status to correspond to each review status label you’ve created. Choose these from the dropdown menus beside each review status label.

Tip!

Only the last Workflow status label (colored with orange) will trigger an 'If Rejected' condition, which can be used to stop a workflow process and return back to the initiator. All other status labels will continue a workflow onto the next step.

  1. Click Save to save your new status set.

  2. The new set is now available to users with permission to create Workflow templates on your project. But to make it the new default set, click on the dropdown next to the Default Set label and select your new set, then click Save at top-right of the page. All users who can create workflow templates will be able to use this project default.

Finishing this page

  1. Complete the remaining sections of the page.

  2. Click the Save button at the top right of the screen.

  3. Double-check your work on this screen. Workflows won't work for your project participants unless all sections are completed.

Assign review sets to roles

Make sure the right people have access to the relevant review sets.

  1. Click the Mail/Documents Role Settings tab.
  2. Click on the name of the role you want to assign a review set to.
  3. Click the Review Status Sets tab.
  4. Either double-click on items in the Available Review Status Sets list to move them into the Selected Review Status Sets list, or click to select an Available status and click the right-pointing arrows to move it into the Selected list.
  5. Click OK to save the review sets to this role.
  6. Repeat this process for other roles as you need to.

Once you’ve completed this process, anyone on the project who needs to set up Workflows templates, and has the roles for which you’ve assigned certain review sets, will be able to choose from those sets when they set up a new template.

You can now configure whether review status is retained on supersede.