Workflow Process Monitoring Function - Update Scenarios

Scenario 1: Reassign Workflow Task

Details

Step 1

From the Tree Menu, search for the Workflow Process Monitoring function, and then click once on the function name.

Step 2

By default, system will open up the screen displaying all the available Workflow Processes' task cards, as follows:-

  • Credit Application (In Draft) (Workflow Process: Credit Application Processing)

  • Full CA Workflow (Workflow Process: Credit Application Processing)

  • Drawdown (In Draft) (Workflow Process: Credit Facility Drawdown)

  • Drawdown Workflow (Workflow Process: Credit Facility Drawdown)

Step 3

Mouse over a task card, and then click once on it.

Step 4

System will display the list of workflow tasks by the selected task card.

Step 5

Mouse over a workflow task, and then click once on the Details icon, or double-clicks on the record.

Step 6

System will display the details of the selected workflow task at the Workflow Process Details.

Step 7

Mouse over the ExpandPrompt icon of a row of record, and then click once on it.

Step 8

System will display the Task Reassignment pop-up window.

Step 9

Proceed to input the relevant field values, and then click once on the Save button. System will capture and save data updated.

Note: Click once on the Cancel button, to discard all changes made.