Send to Co-worker

If configured, the Send to co-worker section displays in the Workflow window. This is an optional section and is configurable by the administrator.

You can select a role, such as supervisor, to receive a message about the changing status of this work item.

Purpose

There are cases when you perform a process that someone needs to be notified of this action. Perhaps, the action triggers a need for an action on their part.

Sending to co-worker is the equivalent of sending someone a notification. They will receive a new item in their My Actions list.

For example, that the work item needs to be approved to advance to the next status.

Role

There is always a configured default value in the system for who to notify. Usually the default is set to a specific a role, so that any person in that role can take action on the work item.

If configured, you may be able to select the role and also select the person within that role.

Message

The message text is what you write in the message window. The recipient of the message is the person responsible for taking the next action, such as approving a work item.

Note: Any message that you add is a public message and will become part of the log history.

Send to co-worker

1. Select a role from the drop-down list.

2. If needed, select a specific person from the list of people.

3. Write a notification message that will be sent to the selected person. The recipient will receive an item in their My Actions list with the attached message.