Approving or Rejecting Work Items
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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.
Looking for labels? They can now be found in the details panel on the floating action bar.
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