Claiming Requests

When a request is assigned to a workflow stage, all user groups associated with the stage have the request assigned to them. An assigned request must be claimed by a user before any other action can be performed on it. The user who claims an assigned request makes it unavailable for any other assigned user to claim it. While the request is claimed, the user can perform any operations made available to them based on the active workflow stage. If a user approves, pushes back, escalates, or rejects the request, the request is automatically unclaimed and the user no longer can take action on the request for that workflow stage. If a user has completed their tasks but will not approve, push back, escalate or reject the request, they have the option to unclaim the request.

To claim a request:

1. From the Worklist, open a submitted request.
2. Click .