To complete Workflow actions select approve objects.
All objects subjected to a workflow will be displayed within the Approve Objects tab PER USER as indicated in the relevant workflow step.
The current step, type of action required, and type of Object is displayed in the workflow submissions grid, along with the Company and Project names.
To approve the object, select the view icon to open the document. The current step will be highlighted in bold text. Once that particular action has been completed the object will move to the Agent stipulated in the following workflow step.
Note: Once the final approval has been complete, the object will no longer appear in any “Approve Objects” Tab under ANY User login.
- Click on the approve document button to move the object to the next step.
- Click on the reject document button if the object does not meet the requirements
Note: A reason for rejection is required to inform the Service Provider what actions need to be taken to rectify this.