You can navigate within a process step to reveal information about the process itself:

  • Show History.  You can see routing history and historical information.
  • Current Actors.  These are the users that can act upon this step.
  • Show Workflow Diagram. It shows graphically where in the workflow you are.

Take Action

Once you review the information and you’re ready to proceed, then you take an action:

  • Scroll to the top (or bottom).
  • Select the action from the drop-down.
  • Click Take Action.

Make Comments

You can make comments in a process step by selecting the Comments tab and then click on Comment.

Attach Documents

If you don’t see a field to upload your document, you can always upload document(s) to a process by selecting the Attached Documents tab and then click on Attach Documents.  Or you can click & drag documents.