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 an Initial Budget 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.
- 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.
- Approve — This action sends the record to the End step in Canceled status. The To and Cc field are unavailable.
- 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.
- When ready, click Send.