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ToDo Admin (TA) and Task Responsible (AV) in WF

ToDo Admin (TA) and Task Responsible (AV) in WF

Message from: September 2020

As part of the practical application process of a workflow (WF), it was necessary to expand and adapt the functionalities of a ToDo.

 

 

 

There is now the creator or initiator, the ToDo Admin (TA) and usually several task owners (AV). The TA has the same rights as the initiator, but can additionally delete tasks, users and documents, as well as appoint persons responsible for tasks. The CA is the person responsible for all documents of a task; there is at least one person responsible for each task, as the CA can delegate responsibilities. The CA can add further users to his task. For the completion of the WF, the TA appoints a finaliser, often identical to the creator. The TA thus has the function of central control and management of a WF.

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DMS and ToDo lists receive the IDC Interface Document Control procedure

DMS and ToDo lists receive the IDC Interface Document Control procedure

Meldung vom: March 2020

The IDC is a procedure for checking PDF files checked into PLM DMS during an external audit. In line with the control of the IDC procedure, the PLM Office ToDo administration has now been extended accordingly with functionalities such as redlining and comments on the check documents.

Within the framework of the workflow, employees with main responsibility can be assigned to the todo on a discipline-related basis. Furthermore, the redlining can be structured hierarchically according to task steps.

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