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Page 38

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Transcript Text

The receiving SMO and the user who created the task can view the transferred task in the Task Inbox under the Pending Transferred Tasks sub-tab. Click the transferred task to display the View RFA tab. The receiving SMO can click the calendar icon to select an Acknowledgement Date, and then click the Accept Transfer button to accept the transferred task. Alternatively, they can click the Reject Transfer button to return the transferred task back to the originating SMO.

NOTE: During an RFA task transfer, when the receiving SMO accepts or rejects a transferred task, the originating SMO and the user that created the RFA task receive an RFA Task Transfer Acceptance Notification or an RFA Task Transfer Rejection Notification.

Request for Action (RFA)​

Receiving a Transferred Task​

Task inbox pending transferred tasks tab with highlighted rfa