Daily Reports Business Process Workflow
The following diagram shows the four steps of the Daily Reports workflow. The action you take on a step determines the record status on the next step. For example, if on the Revision step you select Close Daily Report, the record moves to the End step with a record status of Approved. Sending a record to either the Review step or the Revision step creates a task for the record recipient.
Last Published Monday, August 28, 2023