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Steps:
1. Complete data in source system(s)
At this step the user is required to make sure that the data used from the EPM system are correct and completed.
2. Review data
The data needs to get reviewed at this stage either in the source system or in CXO. It is recommended to review in CXO as the Status Icon indicates when the data is ready for review.
3. Add comments
At this step we can also add Commentary.
4. Review comments
Review the comments that also get flagged on the Status Icon and mark as completed.
5. Finalize
When this step is marked as complete, the workflow is marked as complete on Status Icon, and these will no longer appear under My Tasks.
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The workflow is marked as complete when all the steps of the workflow have been completed.
More Options
For On the workflow details page you can also choose to:
Edit<Placeholder for Edit page>
Share<link>Edit a Workflow
Delete
Click Delete to delete the workflow in its entirety.: both the active instance and future instances will be deleted
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