While the Timesheets record is on the Save as Draft step you can edit any and all fields.
To route a Timesheets record from the first Save as Draft step:
- Navigate to the Company Workspace tab and select Tasks. The Tasks log opens.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. The View form displays Task Details in which you can see who sent you the task, the Task Due Date, Task Status, any Task Notes, and the current step in the workflow.
- The Task Status link opens the Workflow Progress window where you can see record and step details as well as access an image of the Timesheets Workflow.
- Select the task you want to work with, and click
- Click the Accept Task button. The form dynamically changes to an Action Form.
- You can add Task Notes for the next step, but you cannot view previous Task Notes.
- If you want to revisit Task Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
- When ready, select a workflow action. The choices are:
- Save as Draft — this action sends the record to the Save as Draft step in Pending status.
- At this point you are on the first Save as Draft step; however, in this workflow there are two Save as Draft steps. See the Timesheets Workflow.
- You can update the Timesheets record and send it between Save as Draft steps until you are ready to either submit the Timesheets record for approval (from the first Save as Draft step), or cancel the record (from the second Save as Draft step).
- Sending the record between Save as Draft steps creates a new task for you in your Company Workspace Collaborations > Tasks log each time you click Send.
- Submit — this action sends the record to the record reviewer in Pending status.
- Save as Draft — this action sends the record to the Save as Draft step in Pending status.
- In Action Details, select who should receive the record. To... is preassigned but you can select message recipients in the Cc field.
- Click Cc... Select the user or group who will receive the record on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the Cc field. Upon sending, the record will appear in the recipient's Notifications log.
- Click Send.