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Per status, AM Experts can specify:
the Type a status belongs to
Initial
Assessment
Qualification'*
Production
if a comment is required, when moving any part into this status
pre-defined update-reasons to select from when moving a part into this status
permissions if author, assignee or experts can
see, edit, delete a part in this status
move parts into this status
permissions if a part can be added to basket while in this status
configuration if author, assignee or expert should be notified when part updates are performed
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'* The type Qualification is required to allow Expert users to use Qualification features of the platform. Please make sure you assign the Qualification type to any status in which your Expert users require access to the AM Part configuration form. [link] |
Example configuration
The displayed sample configuration below of the assessment status can be used as a reference or example of controlling user rights and permissions.
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After creating and configuring the required statuses, Experts simply need to put these statuses in order in the Workflow section to create a workflow. Please make sure you have at least one status with the type Qualification assigned to it in the workflow, if you intend to use the [LINK] feature.
During workflow creation the configuration of each status can be checked by hovering over the Permissions, Notifications or Reasons buttons.
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