The option to accept or decline to act on a process step is only available if there are multiple actors on the step.
If you are a potential actor on a step (a user that can take action) and there are more than one potential actors, then each of you can choose to accept or decline ownership of the step. Accepting or declining a process step lets other potential actors know of your intentions. This feature is strictly informative; you do not have to accept or decline the step to take action on it. If all other potential actors have declined the step and you are the last one then you can only accept taking action on the step.
Process steps with the option for you to accept or decline are displayed in your court on the Home tab. When you decline taking action on a step, the item is no longer displayed in your court. When you accept or decline to take ownership of a process step, Trimble Unity Construct automatically tracks the date and time in the Routing History.
Tip
To see who else has accepted or declined this process step, click the Show Routing History link, click the Step Name, and then click the Actors tab.
To accept or decline to act on a process step
- Open the Process Instance page.
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Click Accept or Decline, which is located in the upper left-hand corner of the page.