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What is a

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Parallel Workflow?

Note

Parallel Workflows are set up by Administrators.  Click here.

A parallel workflow allows you to conduct a document review where 2 or more reviews

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can happen in parallel to each other. Each of these reviews are independent of each other.

The result or verdict for a particular document in a review will depend on the workflow outcome configuration of the workflow.

 

How to create a parallel workflow

Info
You need to be a Publication Space Admin or a Workflow Admin to be able to perform the following steps

How to add a step in parallel

  1. Go to Publication Space
  2. Click on Settings
  3. Go to Workflows
  4. Click on Add new
  5. You will now be on the Workflow editor
  6. To add a step click on the + button
  7. You will notice now that with 1 step added the + button is shown next to and below the current step
  8. If you want to add a parallel step click on the + button next to (on the left of) the existing workflow step
  9. You can continue to add as many parallel steps as you require by clicking on the + button

 

Configuring when to go to the next step 

When 2 steps are added in parallel we need to decide when and how to exit that stage to move on the next step(s) in the workflow

  1. To configure this click on the diamond (decision) button shown below
  2. This will let you configure when to move to the next step and will provide you with 2 configurable options

All steps are finished = with this setting - all steps in parallel in a workflow stage need to be completed/finished before moving to the next stage of the workflow

Any step is finished = with this setting - as soon as any of the of the steps in the parallel stage are finished the workflow will move to the next stage/step

Different configuration options

Parallel step sharing

When a workflow has parallel steps iTWOcx allows you to configure what users within these parallel steps are allowed to access (while the workflow is in the parallel stage)

The configurable options are

Do not allow reviewers to see Markup's and comments

Allow reviewers in a parallel step to see Markup's and comments

Do not allow reviewers to see Design issues, Markup's and comments

 

 

 

Parallel workflow in use

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Parallel Workflow in Use

When you are a reviewer of a parallel workflow, the workflow screen will

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show all reviewers. 

The parallel steps are shown as below with the step you are a part of shown as Active.

If you have the rights to see what other reviewers are doing in a parallel step you can click on the step name to see the results.

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When a Workflow is

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Completed

When the workflow has been completed the summary page will list the verdicts/comments/markup information from the parallel steps as shown below.

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Skip Parallel Step for One User

As a reviewer, you can skip a step in parallel workflow.

When skipping a parallel step in a workflow, RIB CX now allows you to skip the step for just one user within that parallel step.

  • Allows individual user steps to be skipped without affecting other reviewers.
  • Users must still provide a reason before skipping that step

 To Skip workflow step, go to the WTX, click 'Review Documents' → 'Review Tools' → 'Skip Step'

Then pick a verdict and type in a reason for skipping the step

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When you click 'Skip Step' button you will get a summary of your review : 

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