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In the To Do List, select the step or steps that you want to approve.
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If the step requires a password, type your user name and password, and then click OK.
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If there is a checklist associated with the step, click Checklist Preview Pane
to display the checklist.
If the checklist preview pane is already displayed, the checklist associated with
the step appears in the checklist preview pane when you select the step.
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Complete the checklist.
The completion of the checklist items may be optional or required depending on how
the workflow template was configured. Your system administrator might configure a
checklist that requires you to complete the checklist before you can approve the step.
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Right-click the step that you want to approve.
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Click Approve on the shortcut menu.
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Type any comments and messages to the next recipient in the SignOffStep Task box.
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Information entered in the Comments box is saved with the object in the database and may be included in the email to the next recipient depending on how the step was configured.
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Information entered in the Message to next step box is displayed on the next step in the To Do List as a message from the previous step. The information is also included in the email sent to the recipient of the next step and is saved in the database for archival purposes.
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When you click OK, the software automatically removes the step from your To Do List, and the workflow continues to the next step.
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