As the SME reviewer, you can decide to respond to the submittal by selecting your approval decision, or you can send the submittal for customer review and approval.
- Go to your project and ensure that you are in 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.
- Select the task you want to work with, and click
- 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. In the Approval Decision field, select a code and click Select.
- In Workflow Actions select the workflow action to take.
- Respond: This will route the record based on your approval decision.
- Customer Review: This will route the record to the Owner Review step.
- 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.
- 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 Home page under Notifications.
- Click Send to route the record. Unifier displays a message stating that the record has been submitted successfully.