Set Up Action Item Workflow
Action Item Workflow allows you to route submitted action items to managers and timecard approvers for review.
- Select .
- Select an Action Item template. For help creating templates, see Manage Action Item Templates.
- Select the Workflow button to show routing options for
the template.The Action Item Workflow pop-up window opens.
- Select the Enable Workflow For This Template check box.
- To notify timecard managers when their employees submit action items based on this template, select Route to Manager?
- To notify a specific group of users when employees submit action items based on this template, select that Employee Group from the User Group to Route To dropdown field.