Notifications and Approvals

Overview of Workflow Tasks

A workflow is an automated process that transfers a task sequentially from one user or group to another. Once all assigned users have completed their responsibilities, such as providing approvals, the process reaches its final outcome. Additionally, some tasks are designated as informational (FYI) and do not require any action from the assignees.

Access to Tasks

When a task is assigned to you, you will receive a notification both in the application and via email. Your worklist contains all tasks that are relevant to you. To access your workflow tasks, you can use the following:

E-mail Notifications.
Notifications list in the global header.
Worklist: (Notifications Page > Worklist).

View Notifications

Click the Notifications icon in the global header to access your notifications list. Notifications inform you when something needs your attention or action. The icon also shows the number of pending notifications, if any. "Pending" means you haven't yet addressed the notification or marked it as read. Most notifications relate to workflow tasks.

The figure below displays the notifications list in the global header. In this example, the Notifications icon shows that there are 15 pending notifications.

View the Progress of your Request

Navigate to the notification icone located in the header of your page, and then click on show All, by doing this you will be able to view all of requests.
Click on the request you would like to track the progress for
The workflow and the progress of your request will be displayed.

View Attachments

On the notification page, click “View Attachment” to see the files uploaded by the requester. A new tab will open where you can view and download the attachments.

Approval Actions

Approvers can perform the following actions on a request:

Approve: Approve the request and move it to the next workflow stage.
Reject: Reject the request and provide comments explaining the reason for rejection.
Request Information: Return the request to the requester for additional details, clarification, or supporting documents.
Delegate: Assign the request to another authorized approver (if enabled in the workflow).
Reassign: Transfer ownership of the approval task to another approver (if permitted).
Route Task: Route the approval task to another user for review or action.
Escalate: Forward the request to a higher authority or management level for additional review (if applicable).
Suspend: Temporarily suspend the approval task and resume it at a later time.
Add Comments: Provide additional remarks, explanations, or reasons related to your decision on the request.
Add Attachment: Upload supporting documents or files to assist in the review process.