As the Submittal Coordinator you can decide to move this record to the SME review step for review, or reject the submittal. If the Submittal is rejected, a second revision of this submittal is auto created and will follow the same workflow as the first.
- Go to your project. 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.
- 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 cannot make changes to the Action form when you are on this step.
- You can add notes for the next step, but you cannot view previous notes.
- If you want to revisit Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
- In Workflow Actions select the workflow action to take:
- Review: Sends it to the SME Review step.
- Reject: Sends the record to the Submitter Rejection Notification step and to the End 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 to the next step. Unifier displays a message stating that the record has been submitted successfully.