Task WIN Document Work Flow

Assign document owners and reviews, red pen mark up documents, review and approved mark ups and final documents

Assigning a Document Owner
A Document Owner in Builder can be assigned to a Task WIN. When a Document Owner is assigned they will receive Messages / Alerts when a document writer ma...
Thu, 10 Dec, 2020 at 3:05 PM
Assigning a Document Reviewer
One or more Document Reviewer(s) can be assigned to a Task WIN. When a Document Reviewer is assigned they will receive notifications when a document write...
Thu, 10 Dec, 2020 at 3:15 PM
Red Pen Mark up a Task WIN Document
Red pens allows a task owner or reviewer to make comments at a per job step level for a task author to action. The red penning is completed in the preview p...
Thu, 10 Dec, 2020 at 3:27 PM
View and Approve a red pen mark up
Once a Task WIN document has been marked up, the marked up is visible from the WIN Operation that a mark up exists.  The mark up can be viewed with...
Thu, 10 Dec, 2020 at 3:35 PM
View red pen markup comments
Feedback/Comments are displayed on the Previewer and Red Pen Editor screen. There are a number of ways that this screen can be accessed including From the...
Tue, 5 Oct, 2021 at 11:30 AM
Using the WIN Chat
The WIN task chat feature can be accessed within each WIN task to provide communication about the specific WIN task. It will also display the comments from ...
Thu, 10 Dec, 2020 at 3:50 PM
Request a Task WIN document review
A Document Writer can request a review of the document at any time during creation using the following procedure. The Task Reviewer and Approver will receiv...
Fri, 11 Dec, 2020 at 4:23 PM
Approving/Rejecting a Task WIN document
If workflow is switched on, the Task Owner will receive a message that a document needs to be approved. The Task Owner can choose to Approve or Reject the r...
Fri, 11 Dec, 2020 at 4:35 PM
Changing the Task WIN status
The document approval management features are a configurable option. The request for approval is only active if enabled by your system administrator. Once ...
Thu, 10 Dec, 2020 at 4:03 PM