Creating a Record
Click the create new option and select either the issue or change control (based on the module to which you have added your category). Give the record a name. Next, select the appropriate category for the record and specify the project due date, which indicates when the entire record must be completed. Once you are ready, click create to proceed. You will then be taken to the newly created record.
In the details section, you have the option to assign a new project assignee if necessary. Please note that the user who creates the record is automatically designated as the project assignee, but this assignment can be modified as needed. Only the initial stage will be open on the record, with the stage assignee being the user who created the record. This stage assignment can be modified by clicking the blue plus button within the stage next to the stage assignee information.
To add tasks to the record, click the plus button in the details section for future stages, or select the task plus button in the current open stage to create tasks specific to that stage.
Completing Tasks & Records
All assignments, either for records or tasks, will be listed in the user's assignment status chart. Clicking on the bars in the widget will drill down the data table for the user to access the records or tasks. Clicking on the key ID of the item will open it.
After clicking on the record ID, the task/stage assignee will complete the task/stage. Once finished, they sign off on the task(s)/stage as completed and will submit them for approval.
Tasks
Review all task information and, when ready, fill in the task response and sign off on the task for completion.
The task assignees are the only users that sign off on the workflow. If additional ad hoc steps are needed, they can be added by clicking the add another step option.
Stages
Complete all stage fields and select the appropriate transition option at the bottom of the stage.
The approval slider will open; the assignee will select the approver from the approval dropdown for each approval step as well as choose who the stage assignee will be for the next stage. Please note that the users available in the dropdown are configured at the category level.
Once the stage assignee and stage approvers all sign off, the stage will be completed and closed. The next stage will then open. 🔄 Users will follow this process until every stage of the record has been thoroughly completed and approved.