User Guide for WorkZone Process 2021.3
WorkZone Process is a process tool that is embedded in WorkZone. It is fully integrated with WorkZone Client and WorkZone for Office, enabling you to work with your cases and documents directly from WorkZone.
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FAQ
How do I start a submission process?
You can start either a new basis submission or extended submission process from either Outlook or WorkZone Client.
See Start a basis submission process or Start an extended submission.
How do I start a hearing process?
You can start a new basis hearing process from Outlook or WorkZone Client.
How do I start a distribution process?
You can start a new distribution process from Outlook or WorkZone Client, if you have the extended WorkZone Process package. See Start a distribution process.
I received a submission that I cannot answer. What do I do?
If you for some reason cannot respond to a submission, you can either skip the submission or forward it. See Respond to a submission.
What is a phase process?
A phase process is a highly configurable type of process. This means that your organization can define it in multiple ways. This help describes the standard features of phase processes. Read more in About phase processes.
Advanced features
- Enable or disable document versioning
- Resending a task
- Work with actor sequences
- Work with delegates
Related product documentation
WorkZone links
