Embedded Files
Process
This job aid describes steps for taking a task on a transaction from your Worklist for processing.
To Take a Task on a transaction from your 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 and click Apply.
3. A list of the transactions waiting for processing in the queue will populate.
Select Take Task from the 3-dot menu of the transaction.
4. Repeat Step 2 and select the worklist that took the task located in the Select Worklist field, and click Apply.
Select Approve from the 3-dot menu
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