Adding Workflows to Deliverables and Activities in Projects

Document owners can select a workflow to add to a deliverable or activity that does not have one defined within the process model, select a different workflow, or remove a workflow from a deliverable or activity within a project.

If a workflow was assigned to the deliverable or activity within the model, or if the workflow is in progress, document owners are not able to select a different workflow for the deliverable or activity.

A workflow added to a deliverable in the project is optional to complete. If the workflow was added in the model, completing the workflow is required.

To add or replace a workflow for a deliverable or activity:

1. Display the project and select the Stages page to display all deliverables and activities in the stage.

You can also access all deliverables assigned to you across multiple projects using the All My Work page available on the Workspace menu.

2. Identify the deliverable or activity you want to add the workflow to and click the document name to display the document's details.
3. In the Contents tree, click More Details to display additional details about the deliverable or activity.
4. In the Workflow field, click , select an available workflow from the list, and click Set Workflow.
5. Click Apply to save your changes.

To remove a workflow from a deliverable or activity:

1. Display the project and select the Stages page to display all deliverables and activities in the stage.

You can also access all deliverables assigned to you across multiple projects using the All My Work page available on the Workspace menu.

2. Identify the deliverable or activity you want to add the workflow to and click the document name to display the document's details.
3. In the Contents tree, click More Details in the upper left to display additional details about the deliverable or activity.
4. In the Workflow field, click and click Clear Workflow to remove the workflow from the deliverable or activity.
5. Click Apply to save your changes.

Notes:    When a workflow is added to a deliverable in the project (as opposed to added in the model), its activities cannot be locked. That is, activity versions can always be uploaded even while the deliverable is in the workflow. If you add a workflow that you have used previously and it includes fewer or more activities than in a different project, the metric settings within the project could be determining which actions are included. Verify the workflow settings with your Accolade Administrator or Process Designer, if necessary. Collaborative Workflow is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support.