Navigating CMiC Workflow Notifications - NEW
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Introduction
Explanation of actions for navigating and using the new Workflow Notifications page in CMiC.
Note: Workflow Notifications in this list are based on the logged-in user account, not the specific project that you're on in CMiC Project Management.
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Collapsed View
1. Bulk Actions - Multifunctional. Can be used to select all items, all items of a particular type, or to immediately apply an action - such as Approve or View - to selected items from the list.
Note: Performing one of the Action options (Approve/Close, Reassign, View, View/Reassign) from this menu will immediately apply that action to the selected items and Submit, WITHOUT the need to click the Submit button.
2. Notification List - List of all the items in your WF, clicking on one will show the details in the right-hand pane.
3. Show Filter - Expanding the filter pane will allow sorting, filtering, and searches based on terms or key values. Further details on filtering WF items can be found here.
4. Refresh List - Refresh WF list to pull in new items.
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Expanded View
1. Notification Details
2. Approve - Action to Approve the item. Clicking this will set the item status as Approved, but this status will not be locked in until the Submit button has been clicked.
3. Reject - Action to Reject the item. Clicking this will set the item status as Rejected (requiring a comment be entered), but this status will not be locked in until the Submit button has been clicked.
4. View - View action will take you into Image Manager to code and approve the invoice.
5. Reassign - Action to Reassign the item to another user for Approval/Rejection.
6. Comments - Section to enter comments, when necessary. Comments are required when Rejecting or Reassigning WF items.
7. Submit - Clicking Submit will apply all Approve, Reject, Close, or Reassign actions that have been performed on WF list items.
!! Note: After applying actions (like Approve, Reject, Close, or Reassign) to individual WF items they WILL NOT be committed to those items until the Submit button is pressed. After you click Submit the page will refresh and those items will go away. However, if you click Refresh before Submit, you will have to re-assign actions to each of your WF items again. !!
