Configuring the Final Review Step

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

The Final Review step includes one task: Final Review Decision. This task lets the proposal approver decide whether to reject or approve the high-risk (or undefined-risk) proposal. To help the approver make this decision, it also presents the Proposal Summary Form.

To configure the Final Review step:

  1. In the element list, expand the Final Review step.
  2. In the Final Review step, select the Final Review Decision task.
  3. In the Options area, in the Form field, select Select.
  4. In the Select Form (Project) dialog box, select Proposal Summary Form.
  5. Select Select.
  6. In the Performers field, select Select.
  7. In the Create Performer List dialog box, in the Search field, enter your username.
  8. In the Available area, select your username.
  9. Select Move Right.
  10. Select Create.
  11. Select Save.