Info Trackers -- Tool Quote Request

  Select Supplier Workflow

The Submit state Route/Tasks is blank until the Owner/Originator adds a route from a Route Template for the particular project and supplier.

To select the proper workflow for your TQR:

  1. Access the Lifecycle page of the TQR Info Tracker.

See View Info Trackers.

  1. Follow the instructions in Add from Template for the Submit state.

The selected Route is displayed for the Submit state on the Approvals/Tasks tab of the Info Tracker Lifecycle page.

The Route automatically starts if no Task assignments are required.

If the Route Status column of the new route displays Not Started, role based Task Assignees require that the Owner/Originator Assign Route Tasks to individuals with the role in order to manually start the Route.