This article will guide you through handling user submissions, requests for changes, approvals, and tracking workflow activities.
Reviewing Submissions
Inspect submissions that require your approval via activity dashboard.
Requesting changes and approving steps
Custom Email Responses: When changes are needed, you can send a custom email to the user, detailing what needs to be revised.
Step Completion: Confirm that the previous steps have been completed adequately before moving forward.
Progressing Workflow: After approving a submission, send a reminder to the user to proceed to the next step, ensuring the workflow continues smoothly.
FAQ
Q: How do I ensure that all necessary changes have been made by the user?
A: Review the resubmitted information (see Data) carefully and compare it to the requested changes to ensure compliance.
Q: Can I approve a step if not all documents are provided?
A: It's best practice to only approve a step when all required documents are correctly submitted to avoid issues later in the process.
Q: How can I track the number of completed workflows?
A: Use the activity dashboard to see the number of completed workflows, which can be filtered by date range for specific insights.
Q: What should I do if a user fails to respond to a request for changes?
A: Set a follow-up reminder or escalate the issue according to your company's procedures for unresponsive cases.