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Roles Tab Document Manager Section

 
Every level - (System), programs, and projects (see Select Level Bar) - must have a document manager. The document manager is unique in that they can:
 
Roles Tab Document Manager Section
1

User Field

1. User Field
Select a user to be the document manager for the selected level. The default is the PMWeb Admin user.
2

Notify On All Section

2. Notify On All Section
The document manager will receive the appropriate workflow email message when the selected actions or conditions occur.
3

Can Edit Records Checkbox

3. Can Edit Records Checkbox
Can Edit Record Checkbox Applies to all records in workflow at the selected level.
4

Can Edit Workflow Checkbox

4. Can Edit Workflow Checkbox
If checked, the document manager is allowed to edit workflows after they have started by replacing roles in steps that have not yet been reached. Applies to all records in workflow at the selected level.
5

Can Edit Notes Checkbox

5. Can Edit Notes Checkbox
Can Edit Notes Checkbox  Applies to all records in workflow at the selected level.
6

Can Edit Attachments Checkbox

6. Can Edit Attachments Checkbox
Can Edit Attachments Checkbox  Applies to all records in workflow at the selected level.
7

Can Delete Workflow Checkbox

7. Can Delete Workflow Checkbox
If checked, the Delete Workflow button appears in the Workflow Tab Actions Section Actions for the document manager in all records currently in workflow in all records at the selected level.
8

CC Field

8. CC Field
Select a user who should be CC'ed on each workflow message sent for the items selected in the Notify On All section