Workflow for Groups and Teams

You can assign the Preparer, Approver and Integrator roles for a form to Shared Services security groups and to teams. Teams are a list of members defined in Tax Operations. When you assign a group or team to a form role, any user in the group or team can then perform the role for that form.

Claiming Forms

When a team or group is assigned the Preparer role, any member of the group or team can work on and submit the form, but only after a member has claimed the form.

When a group or team is assigned the Approver role, any member of that team can approve the form after first claiming it. Any team member can claim the form, which prevents other team members from approving it until it is released.

Primary Users (Teams Only)

You optionally can assign one team member as the primary user for the team. If you assign a primary user, that user is by default granted the claim to forms to which the team is assigned.