Before you can implement Workflow in a specific <unit>, the System Administrator and Domain Administrator need to perform the following tasks:
-
The System Administrator enables Workflow in your domain. For more information, see Enable Workflow in the Administration Module Help.
In Owner/Operator (As-Built) domains the Workflow is also at the project level.
-
The Domain Administrator defines two groups that will be responsible for working in the areas of process engineering and instrument engineering. For more information, see Creating a New Group Profile in the Administration module Help.
-
The Domain Administrator does one of the following:
-
Associates Windows groups with the Smart Instrumentation process engineering and instrument engineering groups. For more information, see Create a Group for Windows Authentication Logon Method in the Administration Module Help.
-
Assigns users individually to the process engineering and instrument engineering groups. For more information, see Assign Users to Groups in the Administration Module Help.
-
-
The Domain Administrator defines Workflow access rights for the process engineering and instrument engineering groups. For more information, see the Workflow Access Rights in the Administration Module Help.
After initialization of a domain from a source or after a version upgrade, it is
essential to regenerate the library forms to enable the Workflow options to be used
in the Specifications Browser. For details, see Regenerate Library Forms.