Services Document Lifecycle

The Services Document policy governs Services Documents (reference documents for products) and Business Documents (proposals for products). A person with the Author access role can create, approve, reject, release, and cancel Services Documents.

If the Services Document or Business Document is cancelled prior to approval, it becomes governed by the Services Document Cancelled policy.

The Services Document lifecycle includes these states:

This page discusses:

Create

A Services Document or Business Document is created in the Create state. Only a person with the Leader or Author access role can create Services Documents or Business Documents. In this state, only the owner of the document can modify it.

When ready, the owner of the document can promote it to the Draft state.

Draft

People with the Leader, Author, or Reader access roles can download the Services Document or Business Document. People with the Leader or Author access roles can modify the document, including checking files in and out.

When ready, the owner of the document can promote it to the Review state. At least one file must be checked into the document.

Review

People with the Leader, Author, or Reader access roles can download the Services Document or Business Document.

When ready, the owner of the document can promote it to the Release state. At least one file must be checked into the document.

Release

People with the Leader, Author, or Reader access roles can download the Services Document or Business document.

Obsolete

The Services Document or Business Document is no longer used and must not be used in projects. The document cannot be promoted, demoted, or deleted.