Accepting a Task/Action Work Flow

1. From any IntelliDealer screen, move the cursor over Quick Links and select Task Tracker from the pop-up menu.

   
   

   Financial Management Quick Links screen

2. The Task Tracker screen will appear.

   
   

   Task Tracker screen

3. On the Task Tracker screen, fill out the appropriate fields and click the Go >> link.
   The Task Tracker screen will refresh listing the generated search results.

   
   
   

   Task Tracker screen

4. Click on an ID.
   The Task/Action tab will appear.

   
   
   

   Task/Action tab

5. On the Task/Action tab, click the Accept button.
   The Additional Comments - Accept screen will appear.

6. On the Additional Comments - Accept screen enter any comments regarding the task/action work flow.

7. Click the Send button to indicate that you have finished your work on the task/action and are sending the work unit to the next participant on the work flow setup.

8. The Task/Action tab will appear indicating that the participant has finished their work on the task/action.

   
   

   Task/Action tab