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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:
Attention
If the work item is rejected, the rep must create a new one.
| 1 | In the Details form, scroll down to the Reject Reason Codes section and click on the Add button. TipInstead of scrolling, you can navigate to a section directly by clicking on the corresponding tab on the left side of the screen. |  |
| 2 | Select one or more reasons from the list of options. |  |
| 3 | 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. NoteThe number of codes applied is visible next to Reject Reason Codes navigation tab on the left |  |
| 4 | Click on Save and Close to go back to your Work Item panes. |  |
| 5 | To remove this work item, click on the Reject button on the top portion of the left pane. AttentionYou can “reject” a work item only after adding one or more reason codes. If you do not enter reason codes, the following error message appears:  Reject – Error Message |  |