The first table below shows who can access documents and questionnaires in the each workflow status and with each of the three main security levels.
The second table below shows who can access campaigns in each workflow status. (Campaigns have a preset security level of All Users, which cannot be changed, and can only contain documents and questionnaires assigned the All Users security level.)
Workflow Status
|
Description
|
Roles with Access |
||
---|---|---|---|---|
Security Level: All Users |
Security Level: Restricted - High |
Security Level: Restricted - Severe |
||
Draft |
Contains documents and questionnaires not yet |
Administrators and any document/questionnaire owner, |
Administrators and only the assigned document/questionnaire owner |
Administrators and only the assigned document/questionnaire owner |
Collaboration |
Contains documents and questionnaires submitted to assigned writers but not yet finishes by all assigned writers. |
Administrators and any document/questionnaire owner, proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire |
Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, and approvers |
Administrators and only the assigned document/questionnaire owner, proxy authors, and writers with active tasks |
Review |
Contains documents and questionnaires submitted for review but not yet reviewed by all assigned reviewers. |
Administrators and any document/questionnaire owner, proxy author, writer, reviewer, and approver, whether or not assigned to the document or questionnaire |
Administrators and only the assigned document/questionnaire owner, proxy authors, writers, reviewers, and approvers |
Administrators and only the assigned document/questionnaire owner, proxy authors, and reviewers with active tasks |
Approval |
Contains documents and questionnaires |
Administrators and any document/questionnaire owner |
Administrators and only the assigned document/questionnaire owner |
Administrators and only the assigned document/questionnaire owner |
Pending |
Contains approved documents and questionnaires that have not yet reached their designated publication/start dates—the dates when they will move into the Published/Started status. |
Administrators and any document/questionnaire owner |
Administrators and only the assigned document/questionnaire owner, |
Administrators and only the assigned document/questionnaire owner |
Published/ Started |
Contains documents and questionnaires accepted by all assigned |
Administrators and any document/questionnaire owner, |
Administrators and only the assigned document/questionnaire owner, |
Administrators and only the assigned document/questionnaire owner |
Archived |
Contains previous versions of documents and questionnaires |
Administrators and any user assigned the Archived Content role |
Administrators and any user assigned both the Archived Content role and the Document/Questionnaire Owner |
Administrators and any user who is both assigned the Archived Content role and is assigned as the document/questionnaire owner |
*Assignees can access a document or questionnaire in Pending status if the Require completion before publication option is currently selected in the Properties Wizard.
Workflow Status
|
Description
|
Roles with Access
|
---|---|---|
Draft |
Contains campaigns not yet set as approved. |
Administrators and any campaign owner, whether or not assigned to the campaign |
Pending |
Contains approved campaigns that have not yet reached their designated start dates—the dates when they will move into the Started status. |
Administrators and any campaign owner, whether or not assigned to the campaign |
Started |
Contains campaigns set as approved and that have been published upon approval or on their designated start date. |
Administrators and any campaign owner, whether or not assigned to the campaign |
Archived |
Contains previous versions of campaigns and manually archived campaigns. |
Administrators and any user assigned the Archived Content role |