Any users in the system can submit a form into workflow once the data has been entered into that form. The following steps describe how to submit a record for workflow approval.
Save
Once you have entered all of the desired information into the record, along with any notes and attachments, Click the Save button to make sure the record is saved.
Click the Workflow tab, and then click the Submit button and the Workflow Details section will populate with the steps that this record will be routed though. Note: If the process does not look correct to you please click the "Cancel" button and talk to your PMWeb Admin about adjusting it.
This section displays the actions that can be taken throughout the workflow. By default, the first action will be to Submit so all other options are grayed out except for "Withdraw". The the users in the remaining steps will have the option of selecting the following:
Approve: Moves the workflow to the next step
Return: Returns the workflow to the previous step
Reject: Ends the workflow, the record becomes locked
Withdraw: Is only available for the workflow submitter (you), it returns the workflow back to you (the submitter) no matter where it is in the process. The record becomes lock and no more changes can be made to it.
Note: Final approve and Delegate actions are not available options for the submitter.
These fields display how the workflow is configured ads well as status of the workflow as it moves through the workflow. The workflow is configured by your Administrator in the Workflow menu.
These fields will display the email notification information that the person assigned to the next step will receive. The only field that can be edited is the Add CC field. The format of the email is configured by your Administrator in the Workflow menu.
Once all information has been entered and reviewed, click Submit, then Save to submit the workflow to the next step. The person assigned to the next step will receive and email notification which includes the information contained in the section 6.
