Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master...

16
Authorization To Hire - Reviewer

Transcript of Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master...

Page 1: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Click to edit Master title style

Authorization To Hire - Reviewer

Page 2: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

• Receive Email

• Uses URL Link To Access Form

• Can Make Changes To Request

• Reviews Form (selects one of the below options)

• Approved

• Changes Needed

• Not Approved

2

Page 3: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

1

Reviewer

3

Email Sent From

[email protected]

Request # and Requestor Information

Select Link

To View Request

You’ve Got Mail!

Position Details

Captured From Form

2

3

4

Page 4: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

3

1

Reviewer

4

Login to OnBase

Login To OnBase

Connecting To Workflow

2 You can select ActiveX or HTML

*If you don’t want to install ActiveX

use the HTML option

Page 5: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

2

3

4

Reviewer

5

Life Cycle &

Queue Pane

Understanding Workflow Window

Document

List

Approval

Options

Document

View

1

Page 6: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

6

Making Changes To Request

Select “SAVE”

After Making

Changes

1

The Department Reviewer has

the “SAVE” button on the form to

save changes made.

Page 7: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

7

Check Mark Means Approved With No Changes

Understanding Approval Buttons

Yellow Tringle Means Changes Are Needed

X Means Not Approved and Request Will Be Deleted

Page 8: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

1

Reviewer

8

Selecting Approval Option

Select

Changes

Needed

Button

Page 9: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

1

2

9

Submit

Review Document

Enter

Changes

Needed

(Required)

Page 10: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

10

Approval Option Selected

After approval option is

selected, document and view

will disappear.

Close

Window

1

Page 11: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

1

2

Reviewer

11

Changes Made By Requestor

Reviews Changes Requested

Link To Form

Page 12: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

2

1

Reviewer

12

3

Enter Comments

(Not Required)

Login

Update Approval After Changes

4

Submit

Select Approve Button

34

Page 13: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

13

Approval Option Selected

After approval option is

selected, document and view

will disappear.

Close

Window

1

Page 14: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

14

Approved by Department ReviewerEmail Sent To Both

Reviewers

Page 15: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

15

Approved by Department ReviewerEmail Sent To

Requestor

Page 16: Click to edit Master title style - University of Louisville to Hire-Reviewer.pdfClick to edit Master title style Authorization To Hire - Reviewer. Reviewer •Receive Email •Uses

Reviewer

16

Approved by Department ReviewerEmail Sent To

Dean / VP Approver

For Approval