The document provides instructions for submitting an electronic form using the OptiWorkflow system, including how to select and complete the appropriate form, electronically sign and submit it, and check the status and progress of the submitted form as it goes through the approval workflow. Key steps are opening OptiWorkflow, selecting the desired form, entering required fields, signing and submitting, and checking the status in the SENT ITEMS folder to see where the form is in the approval process.

1. OptiWorkflow How to submit an Electronic Form
1. Openthe OptiWFiconon yourdesktop or open
a browserand enterhttp://optiwf
2. OptiWorkflow shouldautomaticallysignyouin.
If it doesn’t, ClickonSignIn
3. For general employeeforms,selectthe Public
Folder
4. Selectthe ProcessesFolder

2. 5. Selectthe FIN_BudgetAmendment fromthe list
6. Use the drop downstocomplete the FundNo,Deptand Div. Whenenteringthe GMBA account
number,youmustuse dashes( - ) as separatorsthenTAB outof the field. Itwill automatically
fill inthe Line ItemTitle andRevisedBudgetAmount.
7. Complete the form andelectronicallysignitbyclickingonthe EmployeeSignatureButton. After
completingthe form,selectyourdivisionandthenclick Submitonthe bottomrightof page 1,
thenclickon the GO button.
8. Throughoutthisprocess,youwill
encounteraNOTES screen. Whetheror
not you have notes, youMUST clickon
SEND. If you hitCancel,itwill cancel the
process.

3. 9. If youwant to checkon the statusof yourform, selectthe SENTITEMS folderandselectthe
processyouwant to review. The circledicon(below)isthe progressmapicon. Whenyouclick
it,it will showyouwhere yourformisinthe workflow.
10. Belowisan example of aprogressmap.
The top portionshowsyouwhoreceivedit, the personthatapproveditalongwiththe date and
time stamp.
The bottom portionisa graphical representationof the topportion. The coloredbuttonshave
significance:
The black buttonindicatesacompletedtask
The greenbuttonshowsthat the task isreadyand waitingforsomeone toaddressit
The blue buttonisa taskthat is yetto come
The white buttonisa task that isobsolete
A redbuttonindicatesanerror. Please call the helpdeskif yousee aredbutton