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The Define Role Setup dialog box will open when adding a new Role Step.
Approver(s) Select the Role(s) that will be required to review this step
Review Days Enter the number of days that the user has to review the record during this step
CC Enter Roles and/or Users that need to be copied when this step begins
Manual CC Enter the email address(es) of anyone outside of PMWeb that needs to be notified when this step begins
Event Type(s) Select the method in which users will be notified of this workflow
Return To Select which step in the workflow will become active again if the reviewer selects to Return the workflow at this step
Resubmit To After a return, determine which step will become active again upon resubmission.
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Instructions Enter instructions for the reviewer in this step
Options Select the options that apply to this step:
All Must Approve: If selected, all Approvers in this step must approve the record before the workflow will begin the next step
Can Edit Record: While this step is active, the Approver can make changes to the record
Can Edit Attachments: While the step is active, the Approver can make changes to the attachments
Can Final Approve: Approve will have the ability to final approve the record and stop the workflow
Require Comments: Requires that the approver add comments prior to completing the step
Allow Delegating: Allows user to delegate this workflow step to other users
Notify on All Select when to notify this step's Approver(s).
Generate Records Each action taken for a workflow step can, if needed, generate one or more related records. In addition, if the "Submit if Workflow enabled" box is checked, the related record will be generated the first time the step is engaged in the workflow. To set up generation for related records, see
Generating .
