When a Workflow request is sent out then the concerned users will receive notification via email that they need to process an Action or Step within the required. The email will contain basic information regarding the request and can choose to review it further by pressing the [Review] button.
Dependent on your Workflow Configuration settings 3 things may happen when the [Review] button is pressed:
1. User will be logged straight into their intelligentcontract account open at the record the request has been sent for and they can use the [Workflow Activity] screen to either [Approve] or [Reject] the request.
2. User will be sent to a pre-portal area where more details of the request and record will be provided along with the options to [Approve], [Reject] or [Full Review].
If [Full Review] is pressed they will be required to enter their User name and password and then will be logged straight into their intelligentcontract account open at the record the request has been sent for and they can use the [Workflow Activity] screen to either [Approve] or [Reject].
3. User will be prompted to enter their User name and password and then will be sent to a pre-portal area where more details of the request and record will be provided along with the options to [Approve], [Reject] or [Full Review].
If [Full Review] is pressed, they will be logged straight into their intelligentcontract account open at the record the request has been sent for and they can use the [Workflow Activity] screen to either [Approve] or [Reject].
- Click [Approve] / [Reject] to process
- The status of the Action / Step will be updated accordingly
- A transaction record is created for this action
- If Approved, the current User will receive email confirmation of their action and the next User in the Workflow will receive email notification that there is an Action / Step that they needed to process.
- If Rejected, then the current User will receive email confirmation of their action and all previous Users will receive email notification of the Rejection.
- The Submitter will receive email notification that this User has actioned the request Approved or Rejected.
Note: Workflow requests are subject to Security, if you have been assigned an Action / Step and when trying to access you receive a Forbidden message, this will be because you do not have the correct Security credentials to view the record and process. Please contact your Administrator to adjust you Security access.
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