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Responding to Team Input

 
 The following steps describe how to respond to a team input request.
 
Responding to Team Input
 
1

Record Details

Review the record details including any Attachments or Notes.
2

Actions

Select the action you wish to take:
Review Complete: Indicates that your review of the record is complete.
Comment: Indicates that you are making a comment to the collaboration.
 
Once an action is selected, the email section of the form will be populated with information the person in the next step will receive.
3

Comments

Add comments to be viewed by the team input initiator.
4

Save

Once all information has been entered and reviewed, click Save to submit the workflow to the next step. The person assigned to the next step will receive an email notification which includes the information contained in the Email Notification and Comments fields.
5

View Log/ Business Process

Click this button to view the history (who approved, when, etc.) of the workflow steps that have occurred.