Last Updated on
The Bridge Division – Standard workflow is located in the Specialty Folder ../Bridge/Plan Sheets. This workflow allows documents to move through milestones while allowing other specialty groups read only access. The states of this workflow are listed below.
State Names
[table “8” not found /]
State Privileges
[table “7” not found /]
Changing States
To change a state of a document, right-click the specific document and hover over Change State. Click the correct command to move the document through the workflow.
Note: The user can select multiple documents at one time to move through the workflow.
Important: Privileges may change based upon the state the document is entering into.
- Approve Document – Move the document forward in the workflow.
- Reject Document – Move the document backward in the workflow.
- Milestone Advance – Move the document to the next Milestone (30, 60,65,90, 100)
- Milestone Revert – Move the document backward to the previous Milestone (30, 60,65,90, 100)
- Delete Documents – Soft Delete a document
Note: If the user elects to use the Delete Documents command, the document is moved into a state only the Bridge – Admin can see. Further, only the Bridge – Admin can restore the document.
