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Cycle Workflow

To a cycle initiator, the cycle management process for an Approval cycle looks something like this:

cyclemanagementinitiator.bmp 

Step 1: See Manage User Groups and Set Cycle Management Parameters for Users and Groups to define the user list.

Step 2: See Start and Stop a Review, Approval, or Endorsement Cycle to initiate a cycle.

Step 3: See Subscribe to Cycle Actions to subscribe to repository actions on an item.

Step 4: See Cycle Status to view the current cycle status.

Step 5: See Pending Reminders to check action status for a reviewer and send a reminder to take action.

To a user who is designated to take action on an item, the process looks something like this:

cyclemanagementreviewer.bmp 

Users and groups can check their To-Do list and take action on an item as explained in Cycle Management for Users and Groups with Actions Required.

Related Topics

Cycle Management

Cycle Actions and Document Status

Document Cycle Management Process Flow

Groups in Cycle Management

Cycle Management Parameters