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In our example above, the Admin of this project has also added the "Workflow status" tab as a Status set valid for Systems, Items, Occurrences and Products, while the "Item specification process" has been added as a status for items only, "Product workflow" for products only and "Project milestones" for Occurrences only. (See Status set-up for a description of how to add a new Status tab and Status Set).
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- The setup can be found under Administration Settings
- Under project, choose "Status"
- Press "Add" to get the dialogue below:
- "Name" - will end up as the name of the work process (eg. "Product workflow")
- "Is sequential" - choosing this, means that a user only can choose the statuses that are further out in the process than the current status. Only the Admin can go back in a process.
- "For systems" - "For items" - "For occurrences" - "For Documents" - "For products" - concerns what this work process should be set up for. Please note that if you choose e.g. both Items and Occurrences here, there will be separate statuses on Items and Occurrences, as described above.
- "Has due date" - enables a date field on the status.
In the example above, the setting looks as follows:
Then Admin then needs to go into the Items Navigation Panel to set up the steps for each work process. For example, to add a new step - closed - to the Item specification process, the user has chosen "New" at the top right, to add the properties of the status "06 - closed":
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