15.2.1 Approving or rejecting Items

(1) Approving Items

To approve an Item:

1. In the Item window, click the appropriate button to approve the Item.

   The Select Destination dialog box is displayed.

   To cancel, click the Cancel button.

2. Click the User name link, and then specify a user who has official authority to execute the next processing.

   The default send destination user is the user who holds the appropriate official authority and who belongs to the same group (or a superior group) as the user who sends the Item.

   To send to a user other than the displayed default user, specify the appropriate user.

3. Click the Edit Mail button.

   The Edit of Notification Mail dialog box is displayed.

   Edit the email subject line and body text to notify the recipient of the Item's arrival.

   If you do not wish to send an email, select the Mail is not transmitted check box on the Select Destination dialog box, and then skip steps 3 and 4.

4. Click the Add button.

   The Edit of Notification Mail dialog box closes and the edited email is registered.

5. Click the OK button.

   The Select Destination dialog box and the Item window close, and the Item is sent to the user specified as the send destination.

   If you specified to send email notification of the Item's arrival, an email is sent to the recipient.

   To save the Item while you are creating it, click the Save button. The saved Item appears in the Outbox. At this time, the Item status becomes Creating.

Notes

• When an Item is sent, an email notification might be sent depending on whether an email address was registered in the user management information. If there is no registered email address for the user set as the email send destination, the email is not sent. If no email address has been registered for the Item handler (email sender), the email address specified for Sender's e-mail address in the Server Setup dialog box is used as the sender's email address.

• You can specify only the Item's applicant as the Item's subject. Even if you change this subject to something other than the applicant, the change is not displayed in the Subject column of the Inbox, Outbox, and Execution Item Management windows. Note that, to display the Subject column in the Inbox, Outbox, and Execution Item Management windows, you must change a setting using the Customize Managed Items window. For details about how to display the Subject column, see 12.4.3(3)(l) Subject.

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(2) Rejecting Items

To reject an Item:

1. If the Item window provides a field for entering the reasons for rejection, enter the appropriate reasons.

2. Click the Reject button.

   The Select Rejection Destination dialog box is displayed.

   To cancel, click the Cancel button.

3. Select either the immediately preceding worker or the worker who first created the Item.

   By default, the immediately preceding worker is selected.

4. Click the Edit Mail button.

   The Edit of Notification Mail dialog box is displayed.

   Edit the email subject line and body text to notify the recipient of the Item's arrival.

   If you do not wish to send an email, select the Mail is not transmitted check box in the Select Rejection Destination dialog box. If you choose not to send this notification email, you can skip steps 4 and 5.

5. Click the OK button.

   The Edit of Notification Mail dialog box closes, and the rejected Item is saved with the edited email.

6. Click the OK button.

   The Select Rejection Destination dialog box closes and the Item is sent to the selected user.

   If you specified to send email notification of the Item's arrival, an email is sent to the recipient. You cannot stop this email from being sent.

The following figure shows the Select Rejection Destination dialog box.

Figure 15‒10: Select Rejection Destination dialog box

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