Enabling the workflow feature and assigning the workflow roles

To use the workflow feature, the Information Governance Catalog Glossary Administrator must enable it and then assign at least one user to the Editor role, the Reviewer role, and the Publisher role.

Before you begin

  • You must be logged in as an Information Governance Catalog Glossary Administrator.
  • Assign Security roles to Information Governance Catalog Glossary users and user groups. At least one user must have the Information Governance Catalog Glossary Author role or higher. Only users with the Information Governance Catalog Glossary Author role or higher can be assigned to the Editor or Publisher roles.

Procedure

  1. Click Administration.
  2. Expand Catalog Management.
  3. Click Workflow.
  4. Select the Enable workflow check box.
  5. Under Workflow Role Assignments, add users to the list of possible workflow participants.
  6. For each user or group in the list, click the check boxes next to the workflow roles that you want to assign to that user or group.
    If the security role of the user or group does not permit the user or group to be assigned to a particular workflow role, the check box for the disallowed workflow role is disabled.
    For example, if the user Tim has the Information Governance Catalog Glossary User role, then the check boxes next to the workflow roles of Reviewer and Approver are enabled, but the check boxes next to the workflow roles of Editor and Publisher are disabled.
  7. Click Save.