Actons

Actions is an optional tab allowing for complex workflow building. It enables a workflow to have a jump. A specific document can jump to a certain stage. For example, a Form FDA 1572 after QC1 review, can jump to a stage 3 review, where Regulatory Affairs performs a 2nd review on the document. While efficient for complex workflows, it is not required for regular workflow creation.

Add Action

To configure the Actions tab, follow the steps below.

1. Click Add in the Actions tab.

   

2. On the Action Creation pop-up window, enter a name for the Action Creation.

   

3. Click the Add Row button to add a row below the Field Name with the drop-down options. Once the row is added, click on the Done button.

   

4. Click Start Group to start the group by adding the category by clicking the End Group the started group gets over.

   

5. Select the row and click the Delete button.
6. Click the Save and Apply button.

   

Edit Action

1. Select the action and click the Edit button. The Action Creation pop-up window opens.

   

2. Make edits and click on the Done button.

   

Delete Action

1. Select the action and click on the Delete button the selected action gets deleted.

   

2. The Move Up and Move Down arrows help the user to move the actions as per the requirement.

   

Edit Action Tab

1. On the right side of the ‘Workflow Editor’ pop-up window within the Edit Action panel, the user can see the following actions:
   • Action name: the user adds the action name is displayed
   • Jump to: the user can select the Approval Stages that are displayed in the drop-down list
   • Final stage: if the checkbox is checked the user directly moves to the Final stage of the Workflow
   • Set fields with edit icon
2. Click the edit icon and the Set fields pop-up window is displayed with the 2 columns Field and Value. The field column has 3 fields by default:
   • Document Status
   • Generated Name
   • Expiration Date
3. Double-click on the field in the Value column. The drop-down options are displayed select the appropriate value and click Save.

   

4. Click Next after reviewing all tabs and repeat these steps for each approval stage.
   Note:

   Settings, such as approvers, notifications, and timelines, may vary by stage.

5. When finished, click on the Next button.
6. The Workflow Finish step is the final stage.
   • Any workflow errors will be displayed here and must be resolved.
   • If no errors are found, click Finish to complete the process.