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  6. 5. Approve or Reject a Task

5. Approve or Reject a Task

An Event Step may be configured as an Approval task, which requires the assignee to Approve or Reject a preceding task. 

Rejection 

  1. If you decide to reject the subject task, click RejectComments are required, so you must enter text in that field before attempting to Reject again. A screenshot of a computer AI-generated content may be incorrect., Picture
  2. Once Comments are entered and you click Reject, a Signature dialog is displayed with the Comments copied as the Reason for Rejection.  You can edit this text.  Click  Continue. A screenshot of a computer AI-generated content may be incorrect., Picture
  3. Enter your user credentials.  (If your organization uses Single Sign-On, this dialog will look different from the picture below.)  Click Authenticate. A screenshot of a login box AI-generated content may be incorrect., Picture

Note: Rejecting will cause the subject task to roll back to the Open state to be re-worked. Depending on the Event Plan, other tasks may also roll back to a prior state (e.g, In Queue).  Contact the Event owner or ProcessX administrator for more information. 

Approval 

  1. If you decide to approve the subject task, click ApproveComments are not required, but you may enter such in that field if you like. A screenshot of a computer

AI-generated content may be incorrect., Picture
  2. In the Signature dialog select the Meaning of Signature and click Continue. A screenshot of a computer

AI-generated content may be incorrect., Picture
  3. Enter your user credentials.  (If your organization uses Single Sign-On, this dialog will look different from the picture below.)  Click Authenticate. A screenshot of a login box

AI-generated content may be incorrect., Picture