I've struggled with this for a while but need to solve this finally. CR/CN process works well for Parts, CAD and some critical documents. In my company, we see this as CCB control. Sign off is done via workflow through CN workflow process as stand in for signing actual configuration items.
An easier class of documents requires no sign off but we may want to "release". Some processing required for only the author is needed to deem it ok to release. I can see just using set state in these cases.
There is a middle case where review and sign off is still required but who signs off is very loose, perhaps defined by document categories or types (not necessarily soft-types here). There are a few ideas I can think of:
- Outside review and sign off process - Use set state to lock down. No record in PDMLink of process.
- Promotion Requests - We have a workflow to do review and approval. You will lose roles of who approved and OOTB, all approvers are required to move forward. This would require a setup step to choose who the approvers are which I am not a fan of having the creator of the promotion request being the one who decides who the approvers are.
- CR/CN - Workable but overkill
- Custom action to trigger workflow - Customize to whatever you like.
Common problem? Which method do you use or recommend?
