GLOBAL WORKFLOW MENU

The table below describes Costpoint Global Workflow Menu functions.

Not all menu and toolbar functions are available for all features. Unavailable functions are shaded.

This menu provides quick access to several common Workflow functions, such as sending email notification that the user has completed a task using the current application.

Menu Option	Function
Re-Send Email	Select this option to route workflow activities and messages through email.
Activity Instructions	Select this option to view workflow cases, labels, and values, as well as activity instructions using the Activity Instructions screen. See Administration » Workflow » Workflow Cases » Monitor Activities and Messages in the online help for more information.
Complete Activity	Select this option to complete a workflow activity. See Administration » Workflow » Workflow Cases » Monitor Activities and Messages in the online help for more information.

Help

You can access Help for functions throughout Costpoint when you click Help on the Global Menu.

When you click Help for a currently displayed function, Costpoint displays online help for that particular function. If the current screen is a subtask, Costpoint loads online help for the main screen. If there is no active screen, Costpoint loads Table of Contents help for the current module.

Initial releases of new versions of Costpoint may not feature direct links to help for functions. When the direct link is not yet available, click Help on the toolbar to display Table of Contents help for the current module. From the Table of Contents, you can select Help topics for the current function.