A specialized inquiry page that only opens from within a transaction via the Collaboration action or through the Collaboration icon in the Smart Menu in the center top of the page. The page displays the predefined collaboration rules and allows the addition of rules. However, pre-defined rules cannot be deleted. Refer to the "Collaborating Draft Transactions" topic in the Transactions User Guide for more information about this page.
The following related actions exist that can only be taken when a transaction is in the Draft phase:
Add - (represented by the + icon) This action inserts a manual line into the collaboration routing path to an approval role or user along with a comment, intended for instructions.
Route - This action starts the collaboration process, moves collaboration to the next level, or finishes the collaboration. Which happens depends on where in the transaction is in the collaboration process.
Skip - This action moves the transaction onto the next open collaboration step or ends collaboration. Which happens depends on where in the transaction is in the collaboration process.
Top, Up, Down, Bottom - These actions appear to allow a user to re-arrange the collaboration path where the step has not completed or skipped. Where the item is in the path determines what actions are scene.
Of special note is the field for Collaboration Status, which has the following values:
In-Process – This status is displayed when Transaction Collaboration is currently assigned to a level.
Done – This status is displayed when a user finishes the Transaction Collaboration on a routing level. This status is displayed after a user selects the Route link. The system changes the status from In – Process to Done.
Hold – This status is displayed when a user holds the transaction for processing on the routing level. This status is displayed when the Held action is selected on the transaction.
Submit - This status is displayed when the transaction is submitted. When a transaction is submitted, no transaction collaboration can occur for the routing level.
Skipped - This status is displayed when the collaboration level was skipped.