Workflow Definitions List

A workflow definition is a template for a review or approval process. The definition contains specifications that determine when the template is available for selection (e.g., for which type of process and which document types) and the specific tasks that must be assigned within the workflow.

Users with Manage Workflow Templates feature permissions can add workflow definitions on the Workflow Definitions page, which can be accessed by selecting “View eTMF Configurations” from the More menu in the application header and then by selecting “Workflow Definitions” from the Breadcrumb menu. Click here for details on workflow definition specifications.

A workflow definition must be made Effective to be available for selection by users who initiate workflows. You can make the definition effective using the “Make Effective” Actions menu option.

If you need to make changes to the definition after it is Effective, you must first return it to Draft status using the “Revise” Actions menu option and then use the “Edit Metadata” option to actually make the changes. The Effective definition remains in use while edits are made to the Draft version. To use changes made in a Draft version, you must make the version Effective again.

An effective version can be made Obsolete in order to remove it from use. Obsolete definitions cannot be selected when initiating a workflow. To make an Effective workflow definition Obsolete, use the “Make Obsolete” Actions menu option. If needed, an Obsolete definition can be made Effective again using the “Make Effective” Actions menu option.