The workflow can be either saved, completed, transferred to another user or cancelled.
- The workflow can be
Saved for later processing and
Closed, provided this option is not prohibited in the template.
- As long as the workflow has "in progress" status and is set to your user, it will automatically appear in your list of
Notifications.
- To complete the workflow, open it by double-clicking in the
Notifications window, by clicking
Workflows >
Most recent or by going through the
Workflows >
Search process.
When all steps have been covered, the workflow is completed.
- After processing all steps of the workflow, the message "The workflow is now complete" will appear.
- To keep the workflow open for further changes, select Continue.
- To end the workflow, select Save and close.
Some workflows involve several staff or departments, to whom it is transferred for further processing.
- When your step is finished, click on
Next.
- The next step will open. If another user has been entered in the template as responsible for the execution of that step, select
Save and close.
- The transferred workflow will then appear in the newly responsible user's list of notifications.
In individual cases, it may make sense to cancel incomplete workflows because they have become irrelevant.
- Open the workflow and click on
Cancel workflow in the top right-hand corner of the input window.
- Confirm the security prompt.