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A workflow is used to track and control documents trough document inception to finalization.

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urlhttps://www.youtube.com/watch?v=c5gzIC3QDbQ



 

 

 

 

How do we use the approval costing workflow


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titleSBS -RtR approval workflow

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SBS - RtR approval workflow
SBS - RtR approval workflow


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titleKeep track of the approved version

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Keep track of the approved version
Keep track of the approved version


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titleWorkflow reports & notifications

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Workflow reports & notifications
Workflow reports & notifications


FAQ


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titleWhen the status of a page is "Draft", who should be assigned to change the status of the page ?
The status of the page can be changed by someone who belongs to the group: 

 

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titlecosting-wikis-contributors

User List
groupscosting-wikis-contributors

 

 


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titleWhen the status of a page is "For Review", who should be assigned to review the page ?
 The status of the page can be changed by someone who belongs to the group: 

 

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titleCosting-reviewers

User List
groupscosting-reviewers

They are: 

 


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titleWhen the status of a page is "To be approved", who should be assigned to publish the page ?

The status of the page can be changed by someone who belongs to the group:

 

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titleCosting-approvers

User List
groupscosting-approvers

 They are: 

 


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titleWhat can I do if I think someone is missing in a costing users group ?

If someone is missing or should be excluded (if you know the person left the company or has a new job), you can contact SBS support 

 


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titleI don't understand, I cannot see the modification, I have just performed on a page

Are you sure you are looking the "in progress" version ? You can switch from the version "in progress" to the version "published" (that doesn't take into account your last modification) by clicking on "published" or "For review"