5.4 Item Workflow Settings

 


5.4.1 Introduction

 

Once the Item Roles have been set up, the Item Workflow Settings are used to set up the workflow of AgilityBMS Items.


Item Workflow


Advanced Workflow


The Configure Advanced Life Cycle Stages is divided into three tab areas, as shown below:

      • Review
      • Approve
      • Periodic Review

Item Workflow Settings Window Showing Advanced Life Cycle Stages


These settings pertain to the Tasks created when sending an Item through the Life Cycle and allow each stage to have different settings.


Basic Workflow


The Configure Basic Life Cycle Stage is for Feedback and avoids Review and Approval workflow, as shown below:

Item Workflow Settings Window Showing Basic Life Cycle Stages


These settings pertain to the Feedback Tasks used for Users submitting feedback against an Item.