You can complete workflow assignments to complete a task
and to route the task to the next assignee. You can view and edit
memos that are entered by individuals who have previously reviewed
the record or assignment. You can also write memos to task assignees.
Procedure
- Perform one of the following actions:
- In the workflow inbox, select Route.
- In a Workflow-enabled application, click Route
Workflow.
- In the Workflow window, click Complete
an Assignment.
- Select an action.
- In the Memo field, enter a memo
value.
- Click Reassign, to assign the task
to another individual.
- Click OK.
Results
The task is placed in the workflow inbox of the assigned person.
The memo that you entered is added to the record workflow history.
The next person in the process flow can view your memo in the Earlier
Memos table window