Users who create an item can send it to others, requiring them to read and review it. This feature is especially useful for managers, enabling them to assign tasks and track progress.
Receiving Notifications: To complete a "Read & Confirm" notification, follow these steps:
First, when you receive the notification it will look like this.
To view the items you need to read and confirm you can either click on “VIEW ALL” or go to “Sign” in the Action Center.
From there, this screen will pop up - make sure the tab on the top says “Sign”.
Next, you can click on the item and scroll down to see a place where you can confirm you have read the item.
After completing the necessary steps, click "Approve" to finalize the process. Once you click "Approve," a bar will pop up on the screen. Clicking on this bar will take you to the screen where you can view the signed items.
You can add a digital signature to your approval by going to user preferences. Click “Edit Profile”, scroll down to the signature section and create your own signature by drawing with your mouse pad.
Sending a Notification: In order to give an item the “Review and Confirm” status, you should create the item and click the three-line menu icon in the top right of your item. Then click, “Read and Confirm”. Select the employee you would like to read and confirm the item.
In turn, you can withdraw a request to a user to Read and Confirm an item (if it is no longer needed) or send a reminder to another colleague through the comments, without affecting the requests of the other users previously selected in the list.