Knowledge BaseHow to use Autopilot DashboardHow do I use the "Request a change" Functionality?

How do I use the "Request a change" Functionality?

Autopilot allows a user to send a task step back to the previous users to make changes to the workflow before completing a process by using the 'Request a change' Functionality.

Step 1: Accessing 'Request a change"

Step 1: Accessing 'Request a change"

Click on the 'Actions' Tab on the side bar of an open task.

Scroll to the bottom of the screen and find under more options, Click on the 'Request a change' option.

Step 2: Requesting a Change

Step 2: Requesting a Change

Select the User/Step you require the change to made in.

Enter any specific details in the space provided (Optional)

Click on 'Request Correction' to send the task back to the User/Step you've selected.

 

The task will then get sent to that user. It will show up on their 'Do' Tab and you can keep track of it via the 'Monitor' tab.