Routing a Budget Transfers Record from the Review Step

To route a Budget Transfers record from the Review step

  1. Go to your project. Ensure that you are in the User mode.
  2. Click on Tasks.
  3. 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 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.
  4. Review the Budget Transfers record and determine the appropriate course of action.
  5. From the toolbar, click the Workflow Actions drop-down menu. The choices are:
    • Approve — this selection will send the record to the End step in Approved status.
    • Revise — this action keeps the workflow in flight and in Pending status.
      1. In the Action Details section To... is preassigned, but you can select message recipients in the Cc field.
      2. Click Cc... Select the user or group who will receive the record on the next step.
      3. Click Add.
      4. 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 Home page under Notifications.
    • Reject — this selection will send the record to the End step in Rejected status.
  6. (Optional) Add comments to the record through General Comments or Task Notes.
    • To add General Comments click the link at the bottom center of the form. These comments are permanent.
    • To add Task Notes click the icon in the Action Details section of the form. Task Notes will be visible on the View form at the next step in the workflow until the task assignee accepts the task.
  7. Click Send.

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Last Published Tuesday, March 2, 2021