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 \nPresenter: Amanda Bradford  \n[trainingteam@powerdms.com](trainingteam@powerdms.com)  \nAmanda Bradford  \nTraining Lead – Training Specialists  \n&  \nCertified Professional Program  \nCoordinator  \n© 2022 NEOGOV Proprietary and Confidential  \nPOWERDMS.COM  \nA Few Things to Note:  \n● This session is being recorded.  \n● The recording will be automatically Emailed to all registrants of this session, as soon as it becomes available.  \n● You can and should download a copy of this presentation from the Handouts section of the GoToWebinar sidebar.  \n● You can type in your questions any time within the questions field of GoToWebinar  \n© 2022 NEOGOV Proprietary and Confidential  \nThis Sessions Assume You Are Already Familiar with…  \n● Uploading a new document  \n● Document lifecycle (creating a new draft, publishing, archiving)  \n● Using Track Changes in Microsoft Word  \n● Group security permissions  \n© 2022 NEOGOV Proprietary and Confidential  \nAfter This Session, You Will Be Able To:  \n● Define a review workflow and an approval workflow  \n● Identify the difference between the two workflow types and when to use them  \n● Build a workflow template  \n● Launch review and approval workflows  \n● Leverage best practices to maximize the potential of workflows in your site  \n© 2022 NEOGOV Proprietary and Confidential  \nReview Workflow  \n􀂾 Document starts and stays in a Published state  \n􀂾 Allows participants to EVALUATE the accuracy of the document being reviewed  \n􀂾 Can be triggered by automation  \n• Template must be used  \n􀂾 Can be manually initiated but less likely use case  \n© 2022 NEOGOV Proprietary and Confidential  \nApproval Workflow  \n􀂾 Document starts and stays in a Draft state  \n􀂾 Allows participants to collaborate, plan and apply changes needed on the document  \n􀂾 Manually triggered by an administrator  \n􀂾 Can use a template or establish Ad-Hoc structure for participants needed for collaboration  \n© 2022 NEOGOV Proprietary and Confidential  \nWorkflow Template Tips  \n􀂾 Follow Best Practice and ALWAYS use Groups in your workflow steps  \n􀂾 Avoid redundant workflow structures if at all possible  \n􀂾 Remember that workflow structures can include 1 step with 1 group that only has 1 user as its member (helpful with Review workflows) .  \n© 2022 NEOGOV Proprietary and Confidential  \nYou Should Now Be Able To:  \n● Define a review workflow and an approval workflow  \n● Identify the difference between the two workflow types and when to use them  \n● Build a workflow template  \n● Launch review and approval workflows  \n● Leverage best practices to maximize the potential of workflows in your site  \n© 2022 NEOGOV Proprietary and Confidential  \nPowerDMS University Resources (Administrators Only)  \nPowerDMS site > Help > PowerDMS University  \n● University Live  \n○ Document Workflows  \n● Self-Paced  \n○ Using Document Workflows  \n© 2022 NEOGOV Proprietary and Confidential","cbCaicuCa17o7USg","https://ap.wps.com/l/cbCaicuCa17o7USg","pdf",726691,"English","# Review and Approval Workflows: What’s the Difference?\n## Key outcomes after the session\n## Review workflow\n## Approval workflow\n## Workflow template tips\n## PowerDMS University resources","[{\"question\":\"What is a review workflow and when is it used?\",\"answer\":\"A review workflow keeps the document in a published state so participants can evaluate the accuracy. It can be triggered by automation and typically relies on a template.\"},{\"question\":\"What is an approval workflow and when is it triggered?\",\"answer\":\"An approval workflow starts with the document in a draft state and supports collaboration to plan and apply required changes. It is manually triggered by an administrator and may use a template or an ad-hoc structure.\"},{\"question\":\"What best practices are recommended for building workflow templates?\",\"answer\":\"Use groups in your workflow steps, avoid redundant workflow structures when possible, and note that some workflows can include a single step with one group containing one user, which can help with review workflows.\"}]","Review and Approval Workflows - What’s the Difference? | PDF",1789212093]