Rejecting 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 on the Reject button.
    The Additional Comments - Reject screen will appear.


    Additional Comments - Reject screen

  6. On the Additional Comments - Reject screen, enter the reason why you are rejecting the task/action.

    Note:  
    If multiple participants are setup on the work flow The participant can select who to send the task/action to from the other participants who previously participated in the workflow, including the workflow's creator.

  7. Click the Send button to reject the task/action sending it back to the selected participant.