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After selecting the intended transition action from the VERA Action Menu, the user will be presented with the standard multi-selection dialog described in Section 1.3.3. Multi-select Actions. Select the specific record(s) to transition and press OK to complete the action.
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Some transitions are configured to require a transition reason. For these transitions, VERA will require the user to provide a reason or justification for executing the transition. This configuration is typically reserved for transitions that happen post-approval (after the record has been electronically signed).
If a transition reason is required, then a second dialog box will display, prompting for the transition. The user must enter a transition reason. If the user cancels this dialog, then the entire transition will be cancelled.
Figure: A transition reason prompt. This example is from a transition from Approved to Obsolete.
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- The Status field will update to display the record's new workflow state.
- The record's data fields will either become locked or unlocked, as appropriate:
- If the record transitioned from an editable state to a non-editable state (example: Draft to Cancelled), then the record will have become locked.
- If the record transitioned from a non-editable state to an editable state (example: Approved to Draft), then record will have become unlocked.
- If a transition reason was required (reference Section 1.5.2) Transition Reason Dialog, then the Revision Reason field will update with the new information. (example below)
- If an approved record was moved back to an editable state, then the Revision Number field is incremented.
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