Distribution Information

"Workflow Manager" allows team members with access to document/s to view the distribution information relevant to all document revisions.  For example, users may view who was sent information and when?

 

1. Click on   to view Audit trail and select the distribution tab on the audit trail page as shown under:

 

 

The distribution information of each revision of the document will be displayed as shown below:

 

The details of distribution for each revision is displayed in two sections

i.e. 1) Revision information 2) Distribution details

 

 

Options are available to carry out other actions:

 

 

 

FAQ's:

 

Q: I want to know at the Document Distribution Audit trail if an action has been completed or cleared.

A: A new column of “Action Status” having values of “Incomplete”, “Complete”, and “Cleared” will now be displayed in the Document Distribution Audit Trail.

 

Q: In the distribution history page I am getting a Transmittal no. displayed against some of the distributions while I’m not getting against others.

A: The transmittal will only be generated on the distributions done after the release. All the distributions done prior to this release will not have any Transmittal number.

 

Useful links

View Audit Trail

View Document

Distribute

Access Information

Revision Information

Comments & Associations Information

Clear Action on Documents

Delegate Actions on Documents

Download Documents & Drawings (Basic)

Transmittal No. Summary