You can update the instructions for the ad-hoc participants on the external workflow portal.
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To update the workflow portal instructions
- To update instructions for editing a single job
- To update instructions for viewing a single job
- To update instructions after completing the step for a single job
- To update instructions for editing multiple jobs
- To update instructions for viewing multiple jobs
- To update instructions for ad-hoc employee job acknowledgment
- Related articles
To update the workflow portal instructions
1. Click the following icon on the main page, and select Edit AdHoc Settings.
This displays the following screen:
This screen contains the following sections:
- Single job workflow ad-hoc participant – To add instructions for a single job in the edit mode, view mode, and complete mode
- Multiple job workflow ad-hoc participants – To add instructions for multiple jobs in the edit mode, view mode, and complete mode
2. Click Save and Close after updating the instructions as described in the later sections.
To update instructions for editing a single job
These instructions are displayed when the workflow step is active and the job description can be edited.
1. Click Edit Mode in the Single Job Workflow Ad-Hoc Participant Help Instructions section.
This displays the Edit screen:
2. Update the instructions as per your requirements.
3. Click Save and Close.
To update instructions for viewing a single job
These instructions are displayed when the workflow has advanced to the next step and the screen is in read-only mode.
1. Click View Mode in the Single Job Workflow Ad-Hoc Participant Help Instructions section.
This displays the following screen:
2. Update the instructions as per your requirements.
3. Click Save and Close.
To update instructions after completing the step for a single job
These instructions are displayed when the workflow has advanced to the next step and the screen is in read-only mode.
1. Click View Mode in the Single Job Workflow Ad-Hoc Participant Help Instructions section.
This displays the following screen:
2. Update the instructions as per your requirements.
3. Click Save and Close.
To update instructions for editing multiple jobs
These instructions are displayed when the workflow step is active and the job descriptions can be edited.
1. Click Edit Mode in the Multiple Job Workflow Ad-Hoc Participant Help Instructions section.
This displays the following screen:
2. Update the instructions as per your requirements.
3. Click Save and Close.
To update instructions for viewing multiple jobs
These instructions are displayed when the workflow has advanced and the screen is in read-only mode.
1. Click View Mode in the Multiple Job Workflow Ad-Hoc Participant Help Instructions section.
This displays the following screen:
2. Update the instructions as per your requirements.
3. Click Save and Close.
To update instructions for ad-hoc employee job acknowledgment
These instructions are sent to the ad-hoc employee in email while reviewing his job acknowledgment.
1. Click the Employee Express Job Desc Acknowledgments tab.
2. In the Employee Acknowledge Job Description - Help Instructions section, click Edit Mode.
This displays the following screen:
3. Edit the content as per your requirement.
4. Click Save and Close.
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