Approval task execution (Workflow)
Approval task execution (Workflow) |
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This topic will cover how to execute an approval task. Approval tasks are found in the following locations, according to their step: ▪My Tasks ▪Execution ▪My Tasks ▪Execution
How to execute an approval: 1.In the list of pending records, locate and select the pending approval.
2.After that, click on the
3.At this point, the system will open the screen of the workflow that controls the approval. Fill out all required fields. View the Activity execution section of the specific documentation of the SE Workflow component for a detailed description on the available fields in the activity data screen and how to fill them in.
4.After providing all the necessary information in the Actions section, click on the button that corresponds to the activity execution action. Actions are configured in the modeling of the process flowchart used for the revision, through the SoftExpert BPM Suite - Process Modeling tool (SE Process).
5.During the execution of the last activity of the approval process flow, the corresponding options should be available to approve or reject the document, according to the following example. By selecting the Action that corresponds to the:
▪Approval: It will be released. ▪Rejection: It will be sent to the indexing step again, so that the responsible users execute it one more time. |
button on the toolbar.