dspCompose

Reject a Role

If a mistake is made or if information is incomplete after the Data role has been finished, the Review role may reject some or all of the records in a request. Rejecting a role resets all dependency and workflow emails for all users assigned to the roles and dependent roles. Any completed information remains and can be edited.

NOTE: To target a role for request rejection from a Review role, refer to Set Target Role for Request Rejections from a Review Role for more information.

NOTE: When the Review role user clicks Reject for any records on the request, the user assigned to the initial Data Entry role for the request will receive an email if the SEND WORKFLOW check box is enabled for that user on the User page.

NOTE: If another role is specified on the Template (Role) page Vertical View, Approve and Finish Settings tab, in the Reject Role Target list box, that role will receive the email instead of the initial Data Entry role. The Reject Role Target list box only displays when a user clicks Vertical View on theTemplate (Role)page for the Review Role. Refer to Set Target Role for Request Rejections from a Review Role  for more information.

NOTE: If the request has Org Units assigned, dspCompose™ will only send workflow emails to users who have Org Unit security for values on the request.

NOTE: If the request was initiated by an external request scenario that created an Excel-initiated request and the request is rejected by the Reviewer, dspCompose™ sends an email to the email address that originated the request. The email has an Excel file attached that contains the data entry records with the Reviewer's Reject Reason. The user must correct the errors in the Excel file and send the corrected file to the External Email Account to begin the process again.

NOTE: When the Review role user clicks Reject for any records on the request, the user assigned to the initial Data Entry role for the request will receive an email if the SEND WORKFLOW check box is enabled for that user on the User page or will receive a notification from within dspCompose™ if the SEND NOTIFICATION check box is enabled for that user on the User page.

To reject a role:

1.    Click the Workflow link in the email to be directed to the request.
    Or
    Select Requests on the Navigation pane.

2.    Click Roles for a request.

NOTE The count on the Roles icon is the number of roles the current user can access, not the number of roles for the request.

3.    Click Reject for the Review role; the Reject page displays.

4.    Click Edit.

View the field descriptions for the Reject page.

5.    Enter a justification for the role rejection in REJECTION REASON.

6.    Click Save.

7.    Click Reject.

NOTE: The user assigned to the initial Data Entry role is notified that the role must be completed. The rejection reason is included in the Reject email notification and can be viewed from the Vertical View of the request via the Rejection Archive icon.