This section provides instructions on how to review and take action on a workflow.
Workflow:
- The Workflow pane on My Page will reflect all Workflow records assigned to the user. All items will be displayed including a record count in the appropriate row according to the due dates under Overdue, Due Today or Due This Week. To view the Workflow click any row on the pane.
- The My Tasks Workflows pane will open.
- All Workflow items in your court will appear in swim lanes according to due dates with a count of how many workflow items are assigned and due to the User.
- Click on the record Subject link to open the record.
- The appropriate form will open. On the top of the form the Workflow for Record Name requires your action message will display.
- Click the Take Action button to perform action.
- The Workflow for Reporting modal window will open. Click the radio button in front of Pass or Cancel and add any pertinent notes. Click the Take Action button.
- If Passed, the workflow will move to the next step and forward a notification to the next responsible party. If Rejected, the workflow will be forwarded in a notification to the previous responsible party. If Cancelled, the workflow will stop and no notification will be forwarded to any party.