How to Approve a Work Flow
- Click the link provided in the email. This will open the Beacon web app where you can review the document package.
- Use the pdf viewer to review the document package.
- If you Approve the document and are ready to send the package forward, click "Review Complete".
- This will automatically send an email notification to the next person in line to review or approve the package.
- By clicking Review Complete you have given your approval of the document.
- When you send a document forward you can choose to include an optional note. To do so simply type your note into the text box found to the left of the Review Complete button.
How to Disapprove/Send a WorkFlow Back
If you disapprove of the document package click "Send Back".
- This will open send back note section of the Flow application page.
- You can decide who in the WorkFlow route you need to send the document back to. by using the "Send this WorkFlow back to" dropdown. You can only send a workflow back to someone who has already received the Flow. The position titles are listed in the order in which the workflow was routed. If you do not use this drop down the Flow will automatically be sent back to the last recipient. (The initiator is the person that created the WorkFlow)
- After you have selected who to send the workflow back to enter notes into the text box and click Send Back.
How to Change the Upcoming WorkFlow Route
From the main workflow page click "Modify WorkFlow Route" found near the top of the routing network. (If you are in the pdf viewer click the "X" button to close the viewer)
Please see How to Modify A WorkFlow Route for more details
How to Download the Document
From the pdf viewer click the export to pdf button found here
From the folder directory enter a document name and select what folder to save the document in. Click Save to finish.