Advancing Pages in a Workflow

Advancing Pages in a Workflow

Before you can advance a page to the next stage of a workflow, you must complete two steps.

Check in the Page

To advance a page to the next stage of a workflow, you must first check in the document.

To check-in a document:

1. Right-click on the document name in the Site Map.Depending on your need, choose either Check In > Page, or Check In > Page and Children.
2. The document icon changes and is grayed-out, indicating it's checked in status.

Advance the Page

To advance a page to the next stage and participant in a workflow:

1. Right-click on the document name in the Site Map. Choose Advance.
2. The document icon changes and is grayed-out, indicating it's checked in status. The page appears in the Assignment Tab for the next recpient in the workflow.

Adapted with permission from Cal State University Monterey Bay.