An Event Step may be configured as an Approval task, which requires the assignee to Approve or Reject a preceding task.
Rejection
- If you decide to reject the subject task, click Reject. Comments are required, so you must enter text in that field before attempting to Reject again.
- 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.
- Enter your user credentials. (If your organization uses Single Sign-On, this dialog will look different from the picture below.) Click Authenticate.
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
- If you decide to approve the subject task, click Approve. Comments are not required, but you may enter such in that field if you like.
- In the Signature dialog select the Meaning of Signature and click Continue.
- Enter your user credentials. (If your organization uses Single Sign-On, this dialog will look different from the picture below.) Click Authenticate.