When a user views/loads a Qualtrax document they have access to whatever functions are applicable based on the document's current status and their user permissions. These functions are available on the Process menu at the top of the Qualtrax working pane. Several scenarios are presented below:
| • | The screen shot below is based on a document that is currently in Edit status: |
Since this document is currently in edit status and the user is the Editor of the document, they have permissions to Check the Document out for editing, Change the Editor, Cancel the Revision or Release the document for Approval.
| • | Once the user releases the document for approval, the options on the Process menu will change again as shown: |
NOTE: For more information about Canceling a Release, please refer to that topic in this documentation.
| • | Another example of the Process menu options when a document is in Published status and the user is the previous Editor and/or has permission to edit the document, is shown below: |
NOTE: In addition, this user also has Retire Documents & Templates permission. If the user did not have this permission, the Retire option would not show on the menu. For more information on permissions, please refer to that topic in the Qualtrax 4.0 Administration Manual or the Administration Help menu.
| • | If the user is not the Editor of the document, but is listed as an approver, they will have both a Reject and Approve option on their Process menu for the document: |
NOTE: For additional information on Approving or Rejecting a Document, please refer to those topics in this documentation.
Also note that not all scenarios for Process menu options were covered in this topic. This was a just one example to explain why different options will show up at different times. Process menu options change depending on the current state of a document, as well as the permissions of the logged in user. Both these things directly effect what the available options are. Other options are covered in individual topics throughout this documentation.