Performing the Person Review

  1. From the Person record, in the person tree on the left side of the record, click the Active Review link.
    Result: The Approval Routing tab displays a list of approvers.
  1. Click the Signature tab.
  2. Check the checkbox of the approver to sign off.
  3. Click Action > Sign-off.
    Result: The Approval Sign-off window is displayed.
  4. Select the appropriate approval status (Approved or Rejected).
  5. Enter a Sign-off Comment.
  6. Enter your user ID and password.
  7. Click the Save button.
    Result: The transaction for this approver is now complete.

See Also

Scheduling the Person Review

Routing the Person Review

Closing the Person Review

Aborting the Person Review

Person End User Steps

     

 

 
Friday, March 20, 2020
12:26 PM