Review and Revise the Status

Access the Employee Setup Entry form.

To review and revise the status:

1. On Work With Employee Setup, complete these fields and click Find:

   • Supervisor

   • Employee Number

   • Process Status

2. If you want to cancel a process, select a pending process record, and then select Cancel Process from the Row menu.

3. To delete the process, click Delete.

   You can delete only a process that is in Pending status. After any of the tasks have been processed, you will no longer be able to delete an entire setup process.

4. To activate the process, select Process Tasks from the Row menu.

5. Click Select to review the status for individual setup tasks.

6. On Employee Setup Entry, review the Task Status field for each task in the detail area.

   The Task Status field displays the status for an individual setup task. You can delete the task if the status is Pending. A task is pending only if you have not submitted it for processing. You can abort the task if the status is Waiting,Approved, or Active.

   To cancel a task, select a task, Abort Task, Row menu, OK.

   When you cancel a task, the system sets the task status to Cancelled by User. When you cancel a process, the task record remains in the system.

   When you delete a process, the task record is removed from the system.

   When you complete a task, the system sets the task status to the value that you specified in the final Task Status field on the Work With Setup Task Details form.

7. To cancel a task, on Work With Employee Setup, select Recipient Tasks from the Row menu. On Work With Recipient tasks, select the task to cancel, and then select Cancel from the Row menu.

8. To complete a task in the system after the task recipient finishes the work, on Work With Employee Setup, select Recipient Tasks from the Row menu. On Work With Recipient tasks, select the task to complete, and select Complete from the Row menu.