The last participant receives an email for reviewing the job.
To finalize the job workflow
- Click the link from your email.
Or
Click the following link in the Tasks section.
This displays the job in the View/Edit screen:
- Click the
icon on the workflow ribbon:
This displays the Finalize Workflow screen:
The Finalize the Workflow and Save the changes to Job checkbox is selected by default.
- Select the following check boxes:
- Flag as Approved – To flag the job as approved
- Notify Managers – To send a notification to the managers
- Enter comments in the box if the Send e-mail to Primary Participant checkbox is selected.
It displays an error message if you do not enter anything in this box (since the email body cannot be blank).
- Enter comments in the box if the Send courtesy e-mail to other participants checkbox is selected.
It displays an error message if you do not enter anything in this box (since the email body cannot be blank).
- Enter the courtesy email address in the Courtesy E-mail CC box (if required).
- Enter the finalization comments in the Finalization Comment box (if required).
- Click Finalize Workflow.
This displays the Set Reminder/Notification Details screen:
Set the SetSendNotificationFlagOnFinalization flag to True to display this screen.
Select appropriate options on this screen.
- Select the Managers to Notify tab.
- Select the managers in the list to whom you wish to notify about the workflow finalization.
- Click Save and Close.
This displays the following message:
The workflow is finalized.
To save this job with a new job
- Select the Save Revised Job as a new Job option to save this job with a new name.
This displays the following dialog box:
- Enter the new job name.
- Click Save and Close.
Select the Flag as Approved checkbox if you wish to mark this new job as approved after finalization.
The new job name is populated as shown:
- Follow the remaining steps as mentioned in the previous section.
Comments
0 comments
Please sign in to leave a comment.