Workflow Process

Customized records in PECS must go through a three-step process before they are approved. The process must involve at least three users to be completed.

Approval Workflow

  1. Create Record
  2. Review Record
  3. Approve Record

During this process, the record can be Modified or rejected. Once Rejected, the record can be Deleted.

Create Record

Use the Create Record process when you want to customize an FDB record or create an entirely new record.  You must be either a Requestor or Approver to create a new customized record.  The Action Status for the record will be New.

See Create Record for additional information.

Review Record

A newly-created record must be Reviewed before it can be Approved. The reviewer must be someone other than the user who created the record and have Approver privileges. The Action Status for the record will be Reviewed.

See Review, Reject, or Modify a Customization Request for additional information.

Approve Record

A record must be Approved before it can officially go into effect and be considered a valid PECS record. The record must be approved by a user other than either the creator or the reviewer. The Action Status for the record will be Approved.

See Approve Customization Request for additional information.

Modify Record

A New, Reviewed, or Approved record can be modified at any time during the record life cycle. However, some changes may require that the record be re-reviewed and re-reviewed. This behavior is concept-specific. Changes to one type of record may behave differently to a change to a different record type. For example, changes to non-required fields on a Drug-Drug Interaction record do no result in a change in the records Action Status; a change to a Required field will result in the Action Status being changed to Modified and the record now requires re-review and re-approval. For Professional Monograph, all changes require re-review and re-approval.

A New, Reviewed, or Approved record can be modified at any time during the record life cycle. Some changes may require that the record be re-reviewed and/or re-approved. This will change the record Action Status to Modified.

Reject Record

Approver users can Reject a record before it is Approved (while the record is in New or Reviewed Action Status).  This allows the Requestor or other PECS user to make changes to the record so that it can be eventually Approved.

Delete Record

An Approved record can be deleted. This is a two-step process requiring a Delete Review action by a user with Approver privileges and then a Delete action.