Lifecycle

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Define lifecycle status levels for all projects.

A closer look at Lifecycle

  1. On the Lifecycle tab, under General, select Enable lifecycle and clear Control document access using status.

  2.  Under Change status, select Administrators and Document owner under Users, groups that can change status.

  3. Under  Lifecycle statuses, click New Status.

  4. In the dialog box, type InWork.

  5. Click OK.

  6. Repeat steps 3 through 5 to add Released and Pending statuses.

  7. Select Pending in the lifecycle status list, then click Move Up to change the status order.

    The statuses should be in the order of InWork, Pending, and Released. The order is important for stepping through the status sequence and for setting rules.

Rules automate progression through the lifecycle. You can specify a different set of rules for each lifecycle status.

  1. Under Lifecycle statuses, select Pending in the lifecycle status list.

  2. Under Rules for the selected lifecycle status, select pdmwadmin in the Change document owner to list.

When the status changes from InWork to Pending, the owner changes to pdmwadmin.

  1. Under Lifecycle statuses, select Released.

  2. Under Rules for the selected lifecycle status:

When the status changes to Released, the owner changes to lin. The next time a document is checked in, the document status changes to InWork, which is first in the lifecycle status list under lifecycle statuses.

  1. Click Apply.

Next

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