Delegate workflow tasks


If you are a document controller, you can delegate a workflow task to someone else, or you can reassign someone else's task to yourself.

  1. In QY CAD, display the document of interest.

  2. Choose Data Management tab→Workflow group→One Step Workflow .

  3. From the Reviewers list, select another reviewer or select yourself as a reviewer.

  4. To send email notification informing colleagues of the workflow, select Email Notification and then add the email addresses of all the people you want to notify of the task, separated by commas (,).

  5. Click Delegate.

    The system informs you that it sent the document for review and set the status to In Review, and gives you the opportunity to view the associated log file.

    The designated reviewer can now review the document.