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Configure User Roles to 'Accept/Reject Request Extension' for an Open Action

Goal - To assist user in setting up the Users/Roles in the system which are allowed to 'Accept/Reject Request Extension' for an open Action

In this article, we will be referring to an Action that has the status 'Request Extension' in the system for which the designated user can Accept or Reject the Extension of the Action. This article will help in configuring the associated Action user/Role which will have the permission to Accept or Reject the Extension of the Action. 

  • Begin by logging to the CMO Application.
  • Go to Admin Module 

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  • Go to 'Action Management Process'.

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  • Click 'Default'.

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  • In the Action Workflow steps - Click Pending.

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  • In the 'Pending' step diagram, Go to the 'Operations available on this step' section.

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  • For the 'Accept/Reject Request Extension' feature in the list, click the link saying 'Can be performed by...'

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  • We can then select/un-select the roles which can Approve or Reject the Extension of the Action in the system. Please note that we can also select the 'Responsible', 'Superior of Responsible' or 'Assignor' of the Action to perform this operation.

CMO - How to configure User Roles to AcceptReject Request Extension for an Open Action 7.jpg

Once done, click Save button to save the changes AND all the selections will appear in the 'Can be performed by' link.

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