Managing the Contributor workflow

The Contributor workflow engages two sets of users in the planning process: the planner and the reviewer. The planner enters the planning data for the e.List items that they are responsible for and submits the planning data for review. The reviewer examines the submitted planning data and can either accept it or reject it, and request that the planner make changes. This section explains the roles of the planner and the reviewer within this cycle. Additionally, we examine a typical workflow for a company and show how planners and reviewers can monitor the progress of the planning cycle by checking the workflow states of the e.List items they are planning for or reviewing.

The roles of the planner and reviewer

The two roles within a traditional workflow cycle are the planner and the reviewer.

The planner

The planner can typically be anyone who enters planning data into the planning process. They could be a sales manager responsible for a geographical region...