Add Role Step

Select the Role(s) that will be required to review this step

Enter the number of days that the user has to review the record during this step

Enter Roles and/or Users that need to be copied when this step begins

Enter the email address(es) of anyone outside of PMWeb that needs to be notified when this step begins

Select the method in which users will be notified of this workflow

Select which step in the workflow will become active again if the reviewer selects to Return the workflow at this step

After a return, determine which step will become active again upon resubmission.

 

Enter instructions for the reviewer in this step

Select the options that apply to this step:

All must approve:  If selected, all Approvers in this step must approve the record before the workflow will begin the next step

Can Edit Record:  While this step is active, the Approver can make changes to the record

Can Edit Attachments:  While the step is active, the Approver can make changes to the attachments

Can Final Approve:  Approve will have the ability to final approve the record and stop the workflow

Require Comments:  Requires that the approver add comments prior to completing the step

Allow Delegating:  Allows user to delegate this workflow step to other users

Select when to notify this step's Approver(s).

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