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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, then quickly accept or reject the request. The Quick View feature makes it very easy for the managers to perform this step of the flow from a mobile device (iPad or iPhone). Refer to the Employee On Boarding Tutorial for more information.
- If you choose to forego the Quick View, the appropriate sections of the Leave Approval request form (the Manager Approval section, in this case) can be viewed by clicking the detail button. The same display can be seen by clicking 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 left the Summary field blank, whatever was entered into the Task Info field for this step in the flow will display.
- You can view an audit trail or modify the task by clicking the appropriate icon.
- Approve the task via the Quick View screen by clicking on the Approve button. You can run the workflow a second time to verify what happens if you reject it. If you chose not to use the Quick View, click the
- Click Send to HR to send the request to HR for approval.
- Logout as Jerry the Manager and Login as a user with the HR role ('hanna' in our Org Chart above). The Quick View feature is not configured for this activity of the flow so only the Manager Approval and HR sections of the Leave Approval request form will display based on the roles assigned earlier.
- Hanna must review the information and filling out any needed fields, then click the 'Sign this section' button to digitally sign the form.
- Click the Finish button to complete the workflow.
- The Form and Doc actions will now be performed: a PDF will be saved to Google Apps or to ImageSilo/PVE as configured, an email will be generated and sent to the original requester (Tom) and a confirmation message will be displayed on the screen.
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