Workflow Stage - Browser

WORKFLOW STAGES

This screen displays a list of Current Requests awaiting processing in this workflow stage. Each request is identified by the user's Username, the Request Type (ADD, MODIFY, etc.), and the path and filename associated with the request. If the request is locked, "(locked)" displays by the request name. See "Locked Request" below.

If you have Access Only permission for a stage (see User Permissions), you may only view requests in this stage.

Note: You must select one of the listed Current Requests before using any functions except USER PREFERENCES, SUBMIT NEW REQUEST or RETURN.

FUNCTIONS:

USER PREFERENCES Select this function to change the appearance of your WSD processing screens. WSD displays your User Preferences s creen

or
SUBMIT NEW REQUEST
Select this function to submit a request directly into this workflow stage. WSD displays the Submit New Request screen.

VIEW REQUEST Select this function to display the content associated with the selected request in a browser window.

VIEW REQUEST with
Compare with Published Select this radio button, then select VIEW REQUEST to display the content associated with the selected request and the published version of the content associated with the request. These views are displayed in a split browser window; the published version is on the left or top window, depending on your method of viewing (Horizontal or Vertical) as set on the User Preferences screen.

PROPERTIES Select this function to display the Properties screen showing WSD-specific information about the content associated with the selected request.

EDIT REQUEST Select this function to display the Edit Request screen for the selected Document or Template.

COMMENTS Select this function to display the Comments associated with the selected request.

APPROVE Select a request from the Current Requests list, then select this function to approve the request to the next workflow stage. WSD displays the Approve Request screen for the selected request.

DISAPPROVE Select this function to disapprove the selected request back to a previous stage, the request submitter's Submissions stage, or the Trash Bin. WSD displays the Disapprove Request screen for the selected request.

RETURN Returns to the previous screen or closes the current screen if you selected Multiple window mode on the User Preferences screen.

Locked Request
If a request has "(locked)" displayed to right of the filename, another user may currently be working on the request, a user may have checked out the request to work offline, or a user may have forgotten to unlock the request. See the Locked Requests tutorial.

If you have "Unlock All Requests" System Permission (set on the User Permissions screen), you may unlock the request as follows:

Important Note: Care should be taken before unlocking a 'locked' document to make sure it is not currently being worked on by the locking user.

1	Highlight the Request and click PROPERTIES.
2	Scroll down to the Locked By field.	This field displays the name of the user who is presently working on the request, or the name of the user who locked the request. A drop-down list includes all current WSD users.
3	In the drop-down list, highlight the word "No Lock" or the name of one of the listed users.
4	Click UPDATE PROPERTIES.

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USER PREFERENCES	Select this function to change the appearance of your WSD processing screens. WSD displays your User Preferences s creen
or SUBMIT NEW REQUEST	Select this function to submit a request directly into this workflow stage. WSD displays the Submit New Request screen.
VIEW REQUEST	Select this function to display the content associated with the selected request in a browser window.
VIEW REQUEST with Compare with Published	Select this radio button, then select VIEW REQUEST to display the content associated with the selected request and the published version of the content associated with the request. These views are displayed in a split browser window; the published version is on the left or top window, depending on your method of viewing (Horizontal or Vertical) as set on the User Preferences screen.
PROPERTIES	Select this function to display the Properties screen showing WSD-specific information about the content associated with the selected request.
EDIT REQUEST	Select this function to display the Edit Request screen for the selected Document or Template.
COMMENTS	Select this function to display the Comments associated with the selected request.
APPROVE	Select a request from the Current Requests list, then select this function to approve the request to the next workflow stage. WSD displays the Approve Request screen for the selected request.
DISAPPROVE	Select this function to disapprove the selected request back to a previous stage, the request submitter's Submissions stage, or the Trash Bin. WSD displays the Disapprove Request screen for the selected request.
RETURN	Returns to the previous screen or closes the current screen if you selected Multiple window mode on the User Preferences screen.