After the assignee of the App item has completed his/her part of the activity, an action needs to be performed to move the item to the next level or state.
To perform an action:
- Go to the app item.
- Select the next state from under the actions drop-down
of the item. The possible action(s) are listed first in the drop-down. - Enter your Comments.
- Click the Assigned To drop-down list and select the assignee for the next state. This is only visible if the state transition requires the next assignee to be selected.
- You can enter the Hours you have spent on the item and select the appropriate Time Code for this.
Checking the Send For Approval, will submit the time-entries for approval to the PM. - Select Notify Requestor option, if you want to notify the requestor of the transition and comments. This field is only visible if the Use Requestor Field? is checked when defining the App.
- Click Submit. The item will be updated with the changes.
A user who is assigned to the App item or having Perform Action privilege can perform this action.