How to Initiate a Sign-Off and Select Reviewers and Approvers ?

Initiate sign-offs and select the appropriate Reviewers and Approvers directly from the process page.

  1. Log in with your user credentials.    
  2. Navigate to the designated process you wish to initiate a sign-off for.    
  3. Click on the 'Initiate Sign-Off' button located on the top right of the process page.    
  4. Click on 'Confirm' to proceed with the initiation process.    
  5. Select the designated employee from the dropdown menu as a Reviewer.    
  6. Select another designated employee from the subsequent dropdown menu as an Approver.    
  7. Confirm your selections and finalize the initiation process.