Document register workflow
In this article:
Learn how the Document register workflow controls documents in Logiqc.
Document control is automated using a four stage, multi-directional workflow that moves each document through management, review, and approval before staff can access the published version.
Each stage of the workflow belongs to a role, so documents are always reviewed and approved by the right people before staff can access the published version:
Any user with the Add documents permission adds the document using the Document details page (Stage 1).
The Document manager receives the document at the Manage stage (Stage 2), where they can review and escalate it for approval or delegate the review.
The delegated reviewer completes the review; the document then returns to the Document manager (Stage 2).
The Document owner approves the document (Stage 3) and it is published.
Q: Can the workflow be bypassed?
A: Yes. When a new document is being added and the user uploading the document is also the Document owner, the workflow can be bypassed using the Quick-publish button.
Q: What happens when a document is due for review?
A: The document moves to the Manage stage (Stage 2) and the Document manager is notified.
Q: What if the document doesn't require any changes when it comes up for review?
A: You can select the task option Re-schedule review and set a new review date. See How to manage a document.
Q: What happens after a delegated review is completed?
A: The document returns to the Document manager (Stage 2).
Q: Can the Document manager approve a document?
A: If the Document manager is also the Document owner, the document can be approved and published from the Manage stage (Stage 2).
Document workflow overview
Hover over each stage to see what happens there. Delegated reviews are optional, and reviewed documents return to the Document manager.
Workflow scenarios
How a document moves through the workflow depends on how it entered it. Open the scenario that matches your situation.
- A document is added using the Document details page (Stage 1) and moves to the Manage stage (Stage 2).
- The Document manager can review and escalate the document for approval (Stage 3) or delegate the review (Stage 3). Once reviewed, the document will return to the Document manager (Stage 2).
- When a document is due for review, it will move to the Manage stage (Stage 2) and the Document manager will be notified.
- The Document manager can review and escalate the document for approval (Stage 3) or delegate the review (Stage 3). Once reviewed, the document will return to the Document manager (Stage 2).
- If the document is still current and does not require any changes, the Document manager can set a new review date, allowing the document to return to an approved status until the next scheduled review.
- When a new document is being added and the user uploading the document is also the Document owner, the workflow can be bypassed using the Quick-publish button.
- If the Document manager is also the Document owner, the document can be approved and published from the Manage stage (Stage 2).
Get started
Each stage of the workflow has its own step-by-step guide: