Workflows: Dismissal Feature

Dismissal Feature

Introduction

There are certain scenarios in which scheduled workflow tasks can not be completed. This could be due to either a change in schedule which has not been reflected on the Validere 360 system, a late shipment, a change in the product type or otherwise. In these events, field users have the option of 'dismissing' workflow tasks and adding notes to provide context for other stakeholders behind why the task was dismissed.

Adding Notes and Dismissing Tasks

Locate the task as shown below and select 'View Detail' to add notes prior to dismissing.

Viewing Dismissed Workflow Tasks

To view any tasks that have been dismissed, use the filtering options as shown below:

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