Body
Overview
This article covers the steps on how to complete a workflow approval or choice step on a request that you received in an email notification from TeamDynamix or the Account Management System (AMS).
Audience
This article is intended for IT staff, and students
Platform
Outlook, TeamDynamix
How-To
Take Action from the Notification Email
Step 1 - Open the email with subject line, "TeamDynamix Workflow Approval Step Assignment" or "TeamDynamix Workflow Choice Step Assignment".
Step 2 - Review the details of the request included in the email just below "Request Details".
Step 3 - Click on the title of the Workflow step.
Step 4-Make sure you are logged in to the IC client portal using your IC login credentials
Step 5- Once logged in, click on the desired option to act on the workflow step:
How-To
Take Action from the Client Portal
Step 1 - Open the “My Approvals” heading under Services
Step 2 – Click on the title of the Ticket
Step 3- Click on the desired option to act on the workflow step:
