Pulling a Transaction From An Approver's Worklist
Process
This job aid describes the process for end users that are workflow managers to manage work items assigned to their approval role.
If you are a workflow role manager, you can use the workflow role manager worklist page to manage work items assigned to your approval role. The Manager Worklist allows you to view all work items currently assigned to the role, even those that have been taken by role members. These steps are usually taken when a pending transaction has been assigned to an approver who is out of the office (i.e. sick leave, vacation, etc).
To Pull a transaction from another approver into your Personal Worklist for processing, you will want to follow the steps below:
1. From the LHN (Left Hand Navigation) Select Worklist from the Message Center.
2. Select a worklist from the drop-down menu located in the Select Worklist field.
Note: If you are a manager of a role, you will see the Manager Worklist available in the list under Related Pages
3. Search for work items by a specific user by entering appropriate values in the searchable fields and click Apply.
4. Select the Transaction that you want to approve and from the 3-dot menu, click Approve.
5. If you take a task into your personal worklist and are not going to approve it, then to return the task to the original worklist, select Return Task from the 3-dot menu under Related Actions.
The task will be returned to the role worklist for reassignment.
