Common queries

Notifications and requests require your attention. These are listed in the Incoming Requests folder of your Current Work.

A yellow clipboard icon indicates a request, and a purple clipboard icon indicates a notification.

If you are not sure whether it is a notification or a request, hover your mouse over the icon until the text stating ‘Notification’ or ‘Request’ appears.

Acknowledging notifications if the workflow step is finished:

• click on the notification title to open the workflow step summary screen the notification was sent from
• click on 'Acknowledge' in the Requests box
• if required, add a note
• click the OK button

Completing requests or notifications sent from unfinished workflow steps:

• click on the notification/request title to open the workflow step summary screen the request/notification was sent from
• click on 'Resume' in the sidebar menu - this will open the step
• click the Requests (clipboard) toolbar icon at the top of the screen and then the notification/request title
• if you are accepting the request or notification, select the 'Completed' radio button
• if you are rejecting the request, select the 'Returned' radio button
• add a note, if required – notes are always required when returning a request
• click the OK button
• save and close the workflow step using the red and white cross toolbar icon or click the finish toolbar icon if you are completing an authorisation request.