Forwarding a Job
In the Jobs module, users can assign and forward the workflow step to others after completing their tasks. For example, Ron has just completed the first workflow step and now needs to forward the job to the next person responsible. To do this, he must first fill in all the mandatory fields, such as the deadline, campaign description, and item number. The application checks that all mandatory fields are filled in before Ron can complete the workflow step and forward it.
Who Do I Forward To?
Depending on the workflow configuration, a job is forwarded to either a user or a group.
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You can assign a job to a user. This user is then responsible for the next workflow step as the assignee.
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You can assign the job to a group. In this case, the job is displayed for all the members of the group in the Available Jobs (PickList) dashlet. Any member of the group can accept the job as an assignee or assign it to a different member. You can find more information under Dashboard.
How Do I Forward?
There are a number of different ways to forward a job:
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In the data sheet, click on the Completebutton located in the header. Regardless of which tab you are working on, this option is available everywhere while editing the data sheet. See Forwarding a Job/Process in the Data Sheet Via the Header
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Using drag-and-drop in the Kanban view. If you prefer Kanban for displaying the workflow, see Forwarding Jobs in Kanban View
Next Steps
After you have created the job and forwarded it to the next workflow step, another user usually takes over the processing. The new assignee is notified by the system via e-mail. There is also a system notification with the content of the e-mail under the bell icon in the module navigation at the top right.