Start tasks, request approval, approve tasks

This section describes the actions you need to complete when using the default 4-eyes workflow, but these may differ depending on the workflow you’re using. For a list of the default workflows in Atoti Sign-Off, see the Workflow section in Create task definitions in the UI.

Start a task

When you are ready to start working with the data in a task, such as making adjustments and submitting the task for approval, the first step is starting your task.

To start a task:

1. In the Tasks screen, find the required task in the list.
2. In the Action column, click the “Start task” button.

You can now make adjustments to the data or submit your task for approval. For details on adjustments, see Sign-off adjustments.

Restart a task

If needed, at any point after the task is started, you can roll back the modifications and adjustments you have made and start again.

1. In the Tasks screen, find the required task in the list.
2. In the Action column, click the “Restart task” button.
   Atoti Sign-Off prompts you to confirm the action. You can also choose to retain or remove existing adjustments.

3. Click Restart.

When a task is restarted, the system performs the following:

• Rolls back all adjustments (if choosing not to retain them)
• Takes a fresh snapshot of the data
• Reapplies any recurring adjustments
• Resets the task to INITIATED and returns it to your workflow

Request approval

Once you have reviewed your adjustments to the data in your task, you can request approval the following way:

1. In the Tasks screen, mark the checkbox of each task you want to submit for approval.
2. Click Request approval in the top right.

3. In the dialog now displayed, check the details of your task, enter a comment if needed, then click Request approval.
   Your task now moves to a PENDING state until a designated approver approves or rejects it.

Approve or reject a task

To approve a task:

1. In the Tasks screen, mark the checkbox of each task you want to approve.
   

   tip

   You can easily review adjustments made to the data on a task using the Sign-off and Adjustment analysis dashboards. For more details, see Analysis dashboards.

2. Click Approve. This opens a dialog, where you can check the details of the selected tasks.

3. Add a comment if needed. Any comment added here will be displayed in the task’s history.

Rejecting a task is very similar to the approval, just click the Reject button instead. The task is then moved back to the INITIATED state.