Index

Speaking of starting requests...

Once the process has been totally modeled and it is released for use, the users that have permission can start the process requests.

During the whole period when a request is active, it will use the activities and flows defined in the version when it was created, even when new versions have been released.

The decision area displays the options of activities and users available for moving the request.

The instruction area presents the instructions defined for the process and current activity. The instructions are pieces of information with the objective of helping in the execution of process and current activity.

For each activity option available, the platform calculates the list of valid users for the activity, according to the Assignment Mechanism defined for it. If the activity is joint, the platform allows you to select several users by using the Ctrl key.

When the assignment mechanism cannot find a user that covers the requisites defined for the activity, it is assigned to the process manager.

It is possible to transfer the activity to another user. So select the "Transfer" option in the "Send to activity" field and select the user who should receive the task. There are situations where the "Transfer" option is not available, this occurs when the activity was configured to inhibit the Transfer option.

In case of transference, the task execution deadline is not modified.

If the activity executor needs to execute some record in the activity (attachment addition, modification in the form data or addition of comments in the request) and they do not intend to move the task to the next activity at this moment, it is possible to record information by using the "Save" button.

Each started request receives a numeric identification that represents its reference in the platform. This numeric identification is common for all processes created in the platform.

Basic Path

01. Select the Start Request feature in the main menu.

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Speaking of starting requests...

Once the process has been totally modeled and it is released for use, the users that have permission can start the process requests.

During the whole period when a request is active, it will use the activities and flows defined in the version when it was created, even when new versions have been released.

The decision area displays the options of activities and users available for moving the request.

The instruction area presents the instructions defined for the process and current activity. The instructions are pieces of information with the objective of helping in the execution of process and current activity.

For each activity option available, the platform calculates the list of valid users for the activity, according to the Assignment Mechanism defined for it. If the activity is joint, the platform allows you to select several users by using the Ctrl key.

When the assignment mechanism cannot find a user that covers the requisites defined for the activity, it is assigned to the process manager.

It is possible to transfer the activity to another user. So select the "Transfer" option in the "Send to activity" field and select the user who should receive the task. There are situations where the "Transfer" option is not available, this occurs when the activity was configured to inhibit the Transfer option.

In case of transference, the task execution deadline is not modified.

If the activity executor needs to execute some record in the activity (attachment addition, modification in the form data or addition of comments in the request) and they do not intend to move the task to the next activity at this moment, it is possible to record information by using the "Save" button.

 Each started request receives a numeric identification that represents its reference in the platform. This numeric identification is common for all processes created in the platform.