The following diagram describes the process flow of a Minutes of meeting (MOM) Document managed by PMWeb.
This document can be created by any kind of user, and its workflow is very simple.
Its creator is the one who has to submit the document, and after that the document will be "distributed" to all the participants on it.
On the other hand, the creator themself, could reject the document after have it created.
All these steps will be performed using the Workflow tab as in all other documents.
Note: Do not forget to click on Save after submitting every step or the workflow will not be saved.
Creation
In this first step, once you have filled in all the Minutes of Meeting details, you create the workflow.
To do so, you just need to go to the Workflow tab as previously shown and then click in Submit and Save.
As you can see the workflow has been created and the current status for the document is Distributed, that means that all the participants have received the document.
After Saving the workflow in the previous step, different Actions will now be available.
As the creator of the Minutes of Meeting, you have the decision of setting the status of the document as Approved or Return it to Draft status to change some details of the document.
Once you approve the document you cannot revert it and the workflow will be finished.
