After creating and sending the business process form forward to the Review step, Unifier creates a permanent business process record and sends a task. An assignee can see the task in the Tasks log.
When working on the Review step, first you accept the task, then when you are ready, route the record to either the Revision or the End step.
To route a Project Requests record:
- 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 business process form opens for viewing. 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 workflow.
- Select the task you want to work with, and click
- From the upper left-hand corner of the window click Accept Task.
- You cannot make changes to the Action form when you are on the Approval step.
- 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.
- In the Project Request tab, enter values for the following required (*) fields:
Note: Ensure that you scroll down.
- Project Name
- Project Number
- Shell location (click Select to see the list of your options to select)
- Shell Templates (click Select to see the list of your options to select)
- Status (Click the down-arrow to select Active)
- Administrator (click Select to see the list of administrators to select)
In this case, your selection is Send for Approval. This action activates Action Details.
- Select the workflow action to take. The choices are:
- Approve — this action sends the record to the End step in Approved status, which triggers auto-creation of the Vendor record.
- Revise — this action sends the record back to the record creator in Pending status. The To field is preassigned and you can Cc anyone listed in Users/Groups.
- Reject — this action sends the record to the End step in Rejected status.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications log.
- Click Send.