| Document Life CycleDocument revision status The following statuses identify the position of a document
in the lifecycle: - In Design: The document revision is either the first revision of a new
document or a new revision of an existing document. You can link files, hard
copies, related documents, child documents, and ERP objects to a document
revision. The files are placed in the work area.
- Submitted: The
document revision is submitted for review. If a document management committee
is associated with the document, the reviewers can provide the recommendations
for document approval. You cannot link objects to document revisions with this
status. Files linked to the document revision are moved to the vault area
defined according to the library of the document.
- Approved: The review
process is completed successfully. No new objects can be linked to a document
revision with this status.
- Released: The document
revision is released. No new objects can be linked to a document revision with
this status.
- Rejected: The document
revision has been rejected at some stage of the review process. No new objects
can be linked to a document revision with this status.
- Withdrawn: You can
withdraw a document revision that has the Released status. The document
revision has been withdrawn. The content is obsolete. No new objects can be
linked to a document revision with this status.
- Expired: You cannot use the document
revision in the document life cycle. You cannot link files, hard copies,
related documents, child documents, ERP objects, and so on.
Note For a document, only one document revision can have the Released status at any given time. When a document revision is
approved, the status of the document revision with Released status changes to Expired. Revise documents You can revise all
document revisions with Released status. If you revise a
document, a new revision of the document with In Design status
is created . The new revision is initially assigned a temporary revision value.
The actual revision value is set when the document revision is released. All
the files and hard copies linked to the released document revision are linked
to the new revision if you click Copy Document Revision Content on the appropriate menu. Click Yes on the Copy Document Revision Links to New Revision window to enable
the copy process. You must check out the linked files that you want to edit
from the vault. Redesign document revisions You can redesign a
rejected document revision. The status of the document revision changes to In Design. | |