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Approving Work Items

After working on the Details form as required, click the Save and Close button to go back to the Work Item window. Upon reviewing all the documents, if you decide not to NIGO the work item, click Complete to approve the work item and move it to the next step.

Rejecting Work Items

Upon reviewing all the documents, you can reject the Work Item under the following circumstances:

Poorly drafted documents
Clients’ change of mind
Documents not meeting the minimum requirements
No response from the client.

To remove an item, perform the following steps:

Note

Attention

: If the work item is rejected, the rep must create a new one.

1

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Rw step

In the Details form, scroll down to the Reject Reason Codes section and click on the Add button.

Tip
Tip

: Instead of scrolling, you can navigate to a section directly by clicking on the corresponding tab on the left side of the screen.

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2

Rw step

Select one or more reasons from the list of options.

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3

Rw step

Upon clicking the Select button, the previous form opens again. The Reject Reason Codes section is populated with the selected reasons. When you click Save, the email template is populated. Adjust the template as required.

Note

: The number of codes applied is visible next to Reject Reason Codes navigation tab on the left