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- Logout and login as the Manager user ('jerry' in the Figure above).
- You should see your Task List similar to the Figure above.
- Click the
icon to open the Quick View of the task that we set up earlier. Jerry, the manager, can comment, sign the Manager Approval section then quickly accept or reject the request. Task details (the Manager Approval section, in this case) can be viewed by clicking the detail button, if desired. The Manager section of the Leave Approval Request form will also display if you click on the perform this task icon
- Notice that the Task List displays the message "Leave Approval for Tom Cat" which is obtained from resolving the Summary field in the Quick View wizard. If you did not setup left the Summary field blank, whatever was entered into the Task Info , you will see a generic time stampfield for this step in the flow will display.
- You can view an audit trail, modify the task and perform it.
- Click the Perform button (left most icon).
- The Leave Approval form will be displayed in a popup window.
- The parts that were filled out by the Employee (Tom Cat) will be automatically populated and the Manager-specific signature Section will now be visible. Tom's data cannot be changed since it is digitally signed.
- After reviewing the information and filling out the fields, Jerry must click the 'Sign this section' button to digitally sign the form.
- Click Send to HR to send the request to HR for approval.
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