In this video tutorial, we learn how to take action on a process. This workflow is very similar whether you are in a process (such as CDR ), a form (issues) and even submittals.
While on the training project, we start by clicking on the process counter - DCDR - 8. After you can see the three actions that are available in the step. *This is in the PM & PgM DL Initial Review step, so the PM has the action to:
- Send for Review
- Revise
- Void
After scrolling down, we complete the required fields needed to push the process to the next step.
Once you have the action selected, the button to the right of the action "Take Action" should become available to click to send the process to the next step.