Add Action: Allows you to create a new action.

Life cycles tab:

1. Enter a name.

2. Life cycle state: Indicate the initial state of the document submitted to workflow by selecting the main state (Design, Validated, Obsolete, Deleted) and the sub-state from the drop-down lists.

3. Indicate the final state of the document submitted to workflow by selecting the main state (Design, Validated, Obsolete, Deleted) and the sub-state from the drop-down lists.

4. Action Users: From the list at the left, select the users for which the action will be proposed and move them to the list at the right using the arrows. To add users, use the Manage Users command.

5. Action Document Types: From the list at the left, select the types of documents for which the action will be proposed and move them to the list at the right using the arrows.

Approval requests tab:

1. When an approval request is sent to the approving user, the entered message will be displayed, If several approving users are selected, each one can have a customized message by clicking Add.

2. From the list at the left, select the users that will receive the approval request and move them to the list at the right using the green arrow. To add users, use the Manage Users command.

3. Select Approved by All approving users. In this case, all approving users must accept the request so that the action can be performed. By selecting Approved or refused by the first approving user, the agreement or the refusal of only one approving user is enough to confirm or cancel the action. In this case, after the agreement or the refusal of the first approving user, the question will no more be displayed to other approving users.

4. Check the Approval refusal state management option allows to define in which state and sub-state, the document is sent in case of approval refusal. If the option is unchecked, the document comes back to the Design - None state.

Mail notifications tab: for each request, but also when it is approved or refused, a mail can be automatically sent to the external mailbox of the selected users. The mail server must be configured and a valid e-mail address must have been assigned to the users.

For the request creation, the approval or the refusal:

1. Notify applicant allows to sent a mail to the applicant.

2. Select in the left list, applicants to notify by moving them to the right list with the green arrow.

3. Select a mail template.

4. Validate by clicking .

Modify Action: Allows you to modify the existing action.

1. Modify the window (see explanation for adding actions).

2. Validate by clicking .

Delete Action: Allows you to delete the selected action.

1. Validate by clicking .

When the approval is accepted, the initial state of the document automatically passes to the final state defined in this section.

• The workflow must be assigned to the project in order to use the actions defined in this project.

• The Workflow popup command is available on each document.

• You can have several actions in the same workflow. For example, the part life cycle is: Prototype > Preproduction > Validation. You have to create these 3 actions. Don't forget to add Validation to Obsolete. You must also take in account documents which move directly from Design to validation like for example Material or Coating. If the material is not validated, it will be impossible to validate the part using it.