SS> Work Flow> My Work Flows

Approve or Reject Work Flows

 

Summary

 

The My Work Flows window displays all of the work flows that have been generated for or by your user account. For example, if you are set up to approve timesheets in the Payroll module Timesheets Approval process, all Timesheets Approval batches that are awaiting your approval will display in the window. The timesheets can either be approved from this window, or you can navigate to the Payroll module and approve the timesheets from the Timesheets Approval batch.

 

Related Links

 

Click here for information on Work Flow Templates.

Click here for information on setting workflow preferences in Cirrus.

 

Step by Step

 

Once you have received an action notification alert, there are four ways you can approve or reject the work flow.

 

1     Expand the Tasks and Approvals section of the Cirrus Home page.

 

  • The Tasks and Approvals section of the Cirrus Home page will display any outstanding task and approvals that need your attention.
    • The total and unread number will displayed for each. A number indicator will also appear next to the Home item on the main navigation window if the user has outstanding task or approvals.
    • Click the Expand button to open the My Tasks or the Approvals screens.
  • Each work flow will display the status, work flow title, process, batch, step, and author. They will be displayed in blue if new, in green if approved, in gray if in progress, and in red if rejected.
  • Click the History button to open the work flow history.
  • Click the Arrow buttons to expand and contract the work flow in order to display the individual work flow steps.
  • Once the steps are expanded, click the Comment button to read any comments associated with the work flow step.
  • Click OPEN on a work flow step to open the report or process that needs approval.
    • Click the Approve icon to approve the open work flow.
      • This will open the approval pane to the right of the window with a text box and an Approve button. Enter any approval notes in the text box and click the Approve button to approve the work flow.
      • The approval notes will display next to Notes: for that work flow step.

    • Click the Reject icon to reject the open work flow.

      • This will open the rejection pane to the right of the window with a text box and a Reject button. Enter any rejection notes in the text box and click the Reject button to reject the work flow.

      • The rejection notes will display next to Notes: for that work flow step.

    • If the work flow is associated with a report or process that has not yet been released in Cirrus, a message will display directing you to open the relevant report or process in Springbrook Enterprise. Once the work flow step is approved or rejected in Springbrook Enterprise, you will be able to continue processing the work flow in Cirrus.

  • Click the History button to examine the work flow history.

    • The displayed work flow history will include approvals and rejections along with any notes that were included. Any conversation entries will also be displayed.

  • Click the Comment button to initiate an instant message conversation with the work flow author.

    • Type your question or comment and the work flow author will be able to respond on the same window. Each new comment will be displayed above the editable comment box.

 

2     Click the Work Flows link in the notification email.

 

  • Clicking the Work Flows link on the notification email will open only the process window that requires your approval or notification. You will still be prompted to log on to the application, but you will only have access to the window in question.

 

3     Open the My Tasks window through the SS module.

 

  • The number of tasks that require your attention will display in the Tasks box of the Tasks and Approvals section. These tasks include work flow and personnel action form notifications. The Type column will display the notification type.
  • The My Tasks window displays each task as an independent line item.
    • Approve, Reject, or comment on the work flow as described above.
  • Once all of the work flow steps have been approved or rejected, the work flow will no longer display in the window.

 

4     Open the My Work Flows window through the SS module.

 

  • The My Work Flows window (SS> Work Flow> My Work Flows) will display all of the outstanding work flows awaiting your attention. The work flows displayed in this window are the same work flows that are displayed in the Tasks and Approvals section outlined above.
  • Approve, Reject, or comment on the work flow as described above.

 

5     Navigate to the batch process that is awaiting approval.

 

  • Finally, you can navigate directly into the process in question, click Review Work Flows from within the process menu and follow the same steps as above.
    • Both action and information notification alerts will display the module, process, and batch information for the work flow that requires your attention.

  • If you attempt to approve or reject a work flow that has timed out or already been committed or deleted, you will receive an error message.