8132-Workflow

Version

4.1

Description

Set to full access to enable the user to assign or reassign tasks, and edit task details, even if another staff member or department assigned the tasks. Set to read only and set FID 8140 Workflow Limit Access by Dept to full access to enable the user to assign or reassign tasks to staff in the user’s department but not tasks assigned to other departments. Set to no access to disable workflow functions.

• Enables the Workflow tab in the Record portlet for users to add and manage tasks, including adhoc tasks, for records, and also add and manage task attachments.

• Enables the Workflow History tab in the Record portlet for users to view the workflow task history.

• Enables the Document Review Tasks tab in the My Task portlet for users to take document review tasks.

• Together with FID 8427, enables the Claim and Release buttons in the Workflow Tasks tab of the My Tasks portlet. This button enables a user to assign (by clicking the Claim button) a workflow task to himself/herself, or release the claim (by clicking the Release button).

• Enables the View hyperlink on the Record Attachment List page.

Interdependency

Solution

All

Access

Record portlet > Workflow tab

My Tasks portlet > Document Review Tasks tab