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  • User Event & Workflow State Mapping
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This table maps the user events to the workflow states. The blue shaded cells are the user events that can only occur in that state. This table is very handy for validating the workflow states and communicating when user events can happen in the business process.


State| RoleNoneRoleIn ProgressRolePending ApprovalRoleReviewRoleProduction ReadyRoleDeliveredRoleDeniedRole
EventsCreate CaseAllViewAllViewAllviewAllViewAllRe ProduceRCViewall
   Add CommentsAllAdd CommentsAlladd commentsAllAdd CommentsAllAdd CommentsallAdd Commentsall
   Add/Edit Response DocumentsAllApprove or Deny RequestEAdd/Edit Response DocumentsAllCreate Document Production

RC

L

Viewall  
   Mark Due Diligence Complete

RC

L

Select to reworkEMark Secondary Due Diligence CompleteRCSelect to Deliver

RC

L

    
   Add/Edit ContactsAllAdd/Edit ContactsAllSelect to reworkRCAdd/Edit Contacts

RC

L

    
   Update RequestRCUpdate RequestRCAdd/Edit Contacts

RC

L

Select to rework

RC

L

    
   Add/Edit Requested ItemAllEdit Requested ItemAllUpdate Request

RC

L

      
   Mark to Require Secondary due diligenceRCAdd/Edit Response DocumentsAllEdit Requested Item

RC

L

      
   Assign Primary Regulatory LiaisonRC          
   Add Correspondenceall          
   Send NotificationsAll          
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