Taking a Task on a Transaction from Worklist

Step 1: From the Left Hand Navigation Menu, select Worklist from the Message Center.

Step 2: Select a worklist from the drop-down menu located in the Select Worklist field. In this example, an RQS transaction is selected.

Step 3: A list of transactions will populate that are awaiting processing. To take a task, use the 3-dot menu to the right of the transaction and select Take Task.

Step 4: From the same Worklist dropdown menu, select your name to view the tasks you’ve taken. 

Step 5: Review the information by clicking the Transaction ID link.

Step 6: Once you've reviewed the details, you can either Approve, or select the 3-dot menu on the right and Reject All.