Activities
Activities show tasks that require user action as part of ongoing cases. In the My cases module, they may include documents sent by HR to an employee for signature.
A typical flow looks like this:
- HR sends a document for signature as part of the case.
- The employee receives the activity related to signing the document.
- From the activity, the employee can go to the signing process, for example in Signius.
- Once the signature is complete, the activity status changes to completed.
Activity statuses
An activity can have one of the following statuses:
- New - the activity has been created and is waiting to be started.
- In progress - signing or handling of the activity has started.
- Finished - The required action has been completed.
- Blocked - the activity cannot be performed temporarily because it depends on the action of another person.
The Blocked status may appear, for example, when a document requires signatures from two people. If one of them starts signing, the other person's activity is blocked until this stage is completed.
Signature support
After selecting an activity from the list, a side panel with available options is shown on the right. For document signing activities, the following options may be available:
- Sign - opens the document signing process, for example in Signius.
- Cancel signature - allows you to interrupt the already started signing process, if such an action is available for a given activity.
- Details - opens information about the activity, document, and related case.
After signing the document, the activity ends and the case can move to the next stage of processing.
Interrupt or retry sending to Signius
Before you can sign documents in Signius, eFOB must upload them. During the transfer, the activity details show Uploading documents.... The Go to Signius button appears once all documents have been uploaded.
Sending is taking too long
If the application says that sending is taking too long, you can interrupt the transfer and try again:
- In the activity details, select Interrupt sending and confirm.
- Once the transfer is cancelled, select Send again in the same activity.
- Wait for the documents to upload, then select Go to Signius to sign them.
Sending failed or was cancelled
Open the same activity, check the documents and signer, then select Send again. You do not need to create a new activity. Once all documents have uploaded, select Go to Signius.
If another attempt also fails, report the problem to your administrator and include the error message. Resending documents does not sign them; you still need to sign the documents in Signius.