Upon sending the business process form forward to the Revision step, Unifier sends a task to the record creator and a message to those selected in the Cc field. You can see your active tasks in your Tasks log. When your task is complete, you can select the appropriate workflow action.
To route a Fund Appropriations record from the Revision step
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- 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. You can revise the following: Title, Contract Reference, Description, Line Items.
- Select the task you want to work with, and click
- In the Line Items section you can Modify/Add/Delete Line Items as needed. You must complete all required fields on each line before you can save the Line Items form.
- Click OK to save the Line Items.
- When ready, select a workflow action. The choices are:
- Resubmit — This action sends the record back to the Approval step in Pending status.
- Cancel — This action sends the record to the End step in Canceled status. The To and Cc field are unavailable.
- This action activates Action Details.
- In Action Details, select who should receive the task and who should receive a copy of the record.
- When ready, click Send.