Vergleichsreport

Members of the executive staff, e.g. supervisor etc., maintain their assigned To Dos with this Workflow-list.

In the process-handling you usually have 2 options: to approve or to decline. If the request has been For decision makers, this menu item is used to process assigned requests.

When processing requests, there are generally 2 options: approve or reject. If the request is approved, a green check - mark appears, if it has been declined, will find . If it is rejected, a red cross is shown. For some processes, the action "Check And DecideReview and decide" is offered available instead: it first opens the request details, where In this case, the detail view of the request is opened first, in which the request is then approved or declinedrejected. Additionally you have the possibility to add comments, by clicking on Furthermore, you can add a comment to requests by clicking the "Comment" button. .

Several requests can also be handled at once processed together ("SelectionSelect" and "Perform marked actions" buttons, see chapter >> Workflow - ListsGeneral information on the workflow lists).

The user has the possibility to view his requests, which are defined to get viewed by the creator of the request. This "View" action causes an automatic transfer of the request into the archive.

Furthermore, this list allows you to edit all those requests, which have been saved as drafts.

For editing you have 3 options:

In the Open Tasks menu item, the user can review his or her processed requests (by clicking the "Review" button) or also add a comment. Reviewing automatically moves the requests to the archive.

Furthermore, the user can find requests saved as a draft here and continue editing them.

There are 3 options to choose from: forward, edit and comment.

• Forward
  Clicking this button starts the process.
• Edit
  Clicking the edit button allows the request to be edited (changes to times, date or absence reason, etc.). To start the process, then click on the "Start ProcessSave" button. If the status shall be still kept as a draft, just click on the "Save" button
• Ad CommentA click on the "Comment" button opens a pop-up, Comment
  Clicking this button lets you add a remark. A pop-up appears in which you can write enter your comments. This comment will appear comment. With "Save", this comment is added to the request (in the "ProgressHistory" column, and can also be read by other userDeleteDelete the request ).
• Cancel
  If provided by for in the process, the request is cancelled canceled after a confirmation prompt. Unlike deleting, the request remains traceable in the workflow.

Filter functions

For detailed description of filter-handling, please see chapter >> Workflow-Lists.

Details

Functions

If you want to search for a specific request, e.g., a specific vacation request, use the filter function.

You will find the exact procedure in the chapter Workflow - General information on the workflow lists - Using the filter functions.

Request Details/History View

Clicking the info button in the "Details" column provides detailed additional detail information about the request and, if activated, a graphical representation of the process flow.

You will find a detailed description of the info and history view in the chapter Workflow - General information on the workflow lists - History view.