Well it seems my questions are just burning up this Support Form! (':wink:') but I am going to try another one anyway! ('
')
After doing the tutorial, I believe I have the basic process down, but I would like to verify my process before I begin what I think is going to be quite a bit of work. One of the routines we are thinking this system might be useful for is creating AR's. This would entail:
1) A group of managers would be the only ones with access to this space.
2) Any manager can start an AR
3) All other managers need to approve the proposed AR
4) Once all managers have approved/rejected, it is sent to Pres
5) Once Pres has approved/reject, it is either written to PDF and published or rejected
So I am thinking I will need:
1 main space called AR - (with access limited to certain users)
1 space (drafts) - where each AR begins life with a template
1 space for each manager - So each can approve or reject
1 space for Pres - So he can approve or reject
1 space for published
I realize that this is a very minor overview of the process and many rules will need to be built in order for this work for my needs. But I am wondering if I am taking the correct approach or if my thinking is off kilter?
Any suggestions or confirmations greatly appreciated.
Thanks
I would also like to know if there is a way to tag the document with each managers input as it goes through the process.
Thanks again
')After doing the tutorial, I believe I have the basic process down, but I would like to verify my process before I begin what I think is going to be quite a bit of work. One of the routines we are thinking this system might be useful for is creating AR's. This would entail:
1) A group of managers would be the only ones with access to this space.
2) Any manager can start an AR
3) All other managers need to approve the proposed AR
4) Once all managers have approved/rejected, it is sent to Pres
5) Once Pres has approved/reject, it is either written to PDF and published or rejected
So I am thinking I will need:
1 main space called AR - (with access limited to certain users)
1 space (drafts) - where each AR begins life with a template
1 space for each manager - So each can approve or reject
1 space for Pres - So he can approve or reject
1 space for published
I realize that this is a very minor overview of the process and many rules will need to be built in order for this work for my needs. But I am wondering if I am taking the correct approach or if my thinking is off kilter?
Any suggestions or confirmations greatly appreciated.
Thanks
I would also like to know if there is a way to tag the document with each managers input as it goes through the process.
Thanks again
