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:

Be notified whenever selected workflow actions or conditions occur throughout the level, without adding them to individual business processes
Be granted access to any record in workflow even if their security settings would normally not allow it
Be granted edit rights to records in workflow even if their security settings would normally not allow it
Be granted the right to edit the workflow after it has begun (see Business Processes (BPM) Tab for more information)
Be granted the right to delete workflow after it has begun and reset the record (see Workflow Tab Actions Section Actions for more information)

User Field

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

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Notify On All Section

The document manager will receive the appropriate workflow email message when the selected actions or conditions occur.

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Can Edit Records Checkbox

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

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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.

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Can Edit Notes Checkbox

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

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Can Edit Attachments Checkbox

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

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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.

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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

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