Kash Farooq
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Articles
Recent activity by Kash Farooq-
B-07 - Reviewing and resubmitting after approver rejection
Description: How to review feedback when your internal approver rejects your request and resubmit.Prerequisites:Your internal approver has rejected the request, generating a "Submit New Project Req...
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B-08 - Adding and managing project stakeholders
Description: How to add stakeholders to a project request and remove project members.Prerequisites:You must be the Project Owner to add or remove project members.Steps - adding:Add stakeholders to ...
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B-09 - Viewing and navigating your projects
Description: How to use the projects page to find, sort, filter, and open your projects.Prerequisites:You must be assigned to the projects you want to see. What you see depends on your role and ass...
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B-10 - Managing your tasks
Description: How to view, search, filter, and complete your tasks.Prerequisites:You must have tasks assigned to you.Steps: Open the Tasks tab. It shows the tasks assigned to you. Search for a task ...
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B-11 - Raising a query
Description: How to raise a query to Bloom during the New Project Request process.Prerequisites: You must be assigned to the project or added as a stakeholder. Queries are available for projects at...
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B-12 - Responding to and closing a query
Description: How to respond to, reassign, and close a query.Prerequisites:A query must exist that you raised or that is assigned to you.Steps: Find the query in your Tasks / Queries Tab. Open the q...
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B-13 - Understanding project history and audit trail
Description: How to use the History tab to review the audit trail of a project.Prerequisites:You must have access to the project.Steps: Open the project and go to the History tab. View the logged e...
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B-14 - Approver guide: reviewing and approving a project request
Description: How to review an approval task and accept or reject it. For users with the Approver role only.Prerequisites:You must hold the Approver role, and the project must require internal appro...
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B-15 - Stakeholder guide: viewing projects you've been added to
Description: How to view the projects you've been added to and collaborate on draft answers.Prerequisites:You must have been added to a project as a stakeholder.Steps: Open the projects page to see...
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B-16 - Reviewing project request feedback from Bloom
Description: How to review feedback raised by Bloom during their review and respond to it. This is separate from B-07, which covers rejection by your own internal approver.Prerequisites:Bloom has r...