Activities

An activity is an action item that is displayed in your to-do list as part of a workflow process and requires your action. The types of activities are approval requests, work order requests, requests for information, compliance alerts, and recertifications.

Activities are created by requests from other users which require additional information, approval of a request, or for completion of a task. Requests are displayed as activities. These activities must be completed for the request to be completed. In some cases, requests are sent to multiple participants who are authorized to complete them.

If we do not complete an activity in the allotted amount of time, it might be escalated to another user.

We can also delegate all of your activities for a specified period, if we are unavailable for that time.

• Approval activities
  An approval activity is displayed in the to-do list of the user who is prompted to approve or reject an account request. Approval activities in your to-do list are part of workflow processes that require your response before they can be complete.
• Request for information activities
  A request for information is displayed in the activities list of the user who must process a request, prompting them to supply information about the request.
• Work order activities
  A work order activity is displayed in the to-do list of the user who is prompted to perform an activity and respond that it is completed. Work order activities in your to-do list are part of workflow processes that require your response before they can be completed.
• Compliance activities
  A compliance activity is displayed in the list of the user who is prompted to perform an activity and respond that it is complete. Compliance activities are part of workflow processes that require a response.
• Recertification activities
  A recertification activity is displayed in the list of the user who is prompted to perform an activity and respond that it is complete. Recertification activities in your activity list are part of workflow processes that require your response before they can be completed.
• Delegation
  We can delegate your to-do activities to another user during a time when we are not available to manage them.

Parent topic: My Activities