Open Resource Card of Approvers of Resources Under Preparation

Use the Resources Under Preparation in the Follow-Up submodule in the Tasks module to open the resource card of the approvers of resources that are under preparation.

To use Resources Under Preparation, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the approver of a resource that is under preparation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Resources Under Preparation.
  3. On the grid toolbar, click 20 - Awaiting Approval
  4. Highlight the resource that is under preparation of the approver whose resource card you want to open.
  5. Double-click on the approver in the corresponding Approvers field.
    WorkBook opens the approver's resource card.
  6. Click Close .