Managing submitted workflows


Managing submitted workflows
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You can log in to the Self-Service portal as custodian to review or delegate submitted workflows. You may log in as a custodian in the following scenarios:

To review the correctness of the data submitted for action to the custodian.
To delegate a submitted workflow to another custodian if the original custodian has left the organization or for any other reason is unable to complete a workflow.

Data Insight sends a notification to the custodian that the administrator has logged in to a workflow on the behalf of the custodian.

To manage submitted workflows on behalf of a custodian

On the Workflows listing page, click the Select Action drop-down corresponding to the workflow you want to review.
Select Login as Custodian.
From the Select Custodian pop-up, select the custodian you want to log in as.
Click OK to launch the Self-Service portal. The portal login page appears. The Username field is pre-populated with your network username.
Enter your network password, and click Login.
You can review the workflow and take any action as required.

Note:

The option to log in as custodian is not available if the workflow is complete or if the custodian has submitted his responses for further action for all assigned paths.

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