Assign a finance case to yourself

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • As a finance specialist, assign a finance case to yourself from the Finance Operations Workspace. Start resolving it.

    Antes de Iniciar

    Role required: sn_fin_ops.specialist

    Procedimento

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations Workspace, select the List icon (List icon) to open the List page.
    3. From the list page, navigate to either of the following submodules:
      • Review needed > Unassigned cases
      • All work > Cases
    4. Select a case number link from the Number column.
    5. Select Assign to me.
      Nota:
      The Assign to me option is available only for unassigned cases that are in draft state.
      The Assign to me option
      The case is assigned to you and the state is Work in Progress. The state of an assigned case
    6. Select Save.