The “Form User Assignments” screen can be updated and the workflow regenerated. This will reset all tasks, so ensure you know about the holiday in advance of the workflow setup. Alternatively the backup user can always be assigned to all the relevent tasks and only used when required.
During the workflow setup and Form User Assignments a user can not be assigned to a form/entity combination if they do not have access to it. If after the workflow is setup the user has their security adjusted then the user will still see the workflow task but will not be able to see any […]
Ensure you have been assigned to the task, and the task is at the appropriate stage for you to submit it. The Form workflow tasks can only progress once all the data workflow process are submitted.
This is for information only, to remind the user which was the last workflow version for the period.
Once the 3rd tier review of Form approver is submitted the workflow automatically moves to Final workflow
No, this is for worfklow functionality only
No, anyone in the workflow will require write access to submit.
No, only tagged data is approved.
New Forms will appear in the “Forms selection” workflow screen once added to the return management screen, and the “Populate from Return List” button is pressed. You’ll need to review the “Form User Assignments” afterwards also. Should you add more forms to an already generated workflow, ensure you re-generate that workflow after you’ve added them.