Histórico da Página
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In this window, you can define a process as a favorite and copy its link, directing directly to the opening of the request.
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Basic Path
01. From the main menu, click Processes.
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03. In the listing of categories and subcategories of available processes, search and select the process whose request you want to start.
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You can find a specific process via the Search field located in the upper left corner of the window. You can perform a search by process, category or subcategory to which the process belongs. |
04. Fill out the form data, if any.
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The fields displayed on the form are previously defined through the Form feature, which allows you to standardize the format, availability and fields to be filled out in a certain activity. |
05. Click the Details tab if you want to view more information on the process, its diagram and instructions.
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A process flow diagram makes it easier to identify the current activity and check potential forward and backward flows. |
06. Click the Add-ons tab if you want to add notes to the request.
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That tab allows recording comments on activity execution. These comments are stored in the request’s history. |
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08. Click the Attachments tab if you want to attach documents to the request.
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This tab allows you to attach any document type existing on fluig to the request, as well as upload new files. You can also delete existing attachments. The execution of these actions depends on the attachment security configured for the process. |
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10. Find the document and confirm.
11. Click Send.
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When you click Send, the request will be created and moved to the next activity that was chosen in the Next activity field. You can also start the process by clicking Save, which is displayed by clicking the arrow located next to Send. However, that way, the entered information is saved and the request remains in the start activity and is under the responsibility of the requester user. In order to move it to the next activity, it is necessary to go to Task Central. |
12. Define the required information in the displayed window.
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Next activity Person in charge Password Records Repository Certificate |
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01. In the listing of categories and subcategories of available processes, search and select the process of your choosing to copy its link, directing to the opening of the request.
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You can find a specific process via the Search field located in the upper left corner of the window. You can perform a search by process, category or subcategory to which the process belongs. |
02. Click the Link icon for the request, located to the right of the process name.
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When you click this icon, the link that directs to the process requests startup window is copied to the transfer area and can be pasted in the location of your choosing. |
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Define process as favorite
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The purpose of defining a process as a favorite is to make it easier to locate it when you start requests later. |
01. In the listing of categories and subcategories of available processes, search and select the process to be defined as favorite.
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You can find a specific process via the Search field located in the upper left corner of the window. You can perform a search by process, category or subcategory to which the process belongs. |
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03. View the process in favorite processes area.
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You can also view processes defined as favorites in Favorite processes. |
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02. Click the Favorite process icon, represented by a star and located to the right of the process name.
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When you click this icon, the process is no longer displayed in the favorite processes area. |
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Visão Geral
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Conteúdo das Ferramentas
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