When you assume a workflow role, you will regularly interact with the workflow. You provide or verify the necessary data and confirm that you have completed your work by advancing the workflow to the next step.
Procedure in the FM Portal
Open the workflow form. You may have received an email informing you that you need to process the workflow form. In this case, you can open the workflow form using the link in the email. Or open it via your service list.
Fill in or verify the required data.
Click Workflow in the toolbar of the workflow form. The list of currently available workflow actions is displayed.
Click on the workflow action you want to perform.
Confirm the message.
You will receive a message confirming that the action was performed successfully. The workflow is now at the workflow step you selected.
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