Answer
When a Collaborative Workflow is handed off to you, you'll receive an email and text notification with a link to the workflow. Open the workflow from the notification to review the work completed by previous collaborators, then complete your assigned section.
You don't start a new workflow or begin from the beginning. Instead, you continue the existing workflow from the point where it was assigned to you.
Steps
Locate the assigned Collaborative Workflow in the Frontline Operations mobile app by:
Selecting the workflow with the clipboard icon,
Applying the Action Needed filter to display workflows awaiting your action, or
Opening the workflow directly from the link in your email or text notification.
Review the responses completed by previous collaborators, including:
Responses to previous questions.
Photos, videos, and signatures.
Complete the questions assigned to your section of the workflow.
Add any required comments, photos, videos, or signatures.
If your section includes a Handoff question, select the next collaborator and submit your section.
If your section includes an Approval question, review the workflow and select Approved or Not Approved.
Submit your section of the workflow.
Additional Details
Collaborative Workflows maintain a complete history of responses entered by each collaborator.
Previous responses remain visible so you have the context needed to complete your assigned work.
Each completed response displays Answered By information, including the collaborator's name and the date and time the response was submitted.
If your section includes a Handoff or Approval question, complete it to move the workflow to the next stage.
After you submit your section, the next collaborator or approver is automatically notified, when applicable.