- Begin by searching for an Order, PO, NCR, etc
- In this instance, we will search an Order
- Click ““Pending Approval: John Smith”” to access the Workflow tool
- Click the dropdown menu on names to see different name selection options
- Click a new name and type relevant assignment comments to the employee being assigned the order
- These comments will display in an email to the assigned employee
- Click ““Approve”” to change the workflow to the assigned employee
