Work with processes

WorkZone enables you to manage documents within a workflow, have your workflow documented automatically, and track progress of processes. For example, you can send one or more documents in a submission using a process of the type Submission. This process helps you define the sequence in which the documents should be reviewed, assign reviewers, and set deadlines for providing feedback.

WorkZone includes a number of processes that correspond to typical workflows in an organization. By default, WorkZone includes a basis submission process and a basis hearing process, but your organization may have added more processes.

Start a process

1. Open the case you want to start a process from.
2. In the top right corner, click Start process.
3. Select the process you want to start.
4. Fill in the required fields.
5. Click Start.