Histórico da Página
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It is only possible to move the main task to the solution application phase after all tasks previously created or generated during the process have been completed. |
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<a id="toggleAll" href="#" >Expand/hide additional information. </a>
<script type="text/javascript">
var abertos = 0;
var fechados = 0;
function contador() {
abertos = 0;
fechados = 0;
jQuery(".expand-control").each( function() {
if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
fechados++;
} else {
abertos++;
}
});
}
AJS.toInit(function() {
contador();
var soma = abertos + fechados;
$("#toggleAll").html('Expand/hide ' + soma + ' additional information.');
AJS.$('#toggleAll').click(function() {
contador();
if (abertos >= fechados) {
jQuery(".expand-control").each(
function() {
if (document.getElementById(this.id).children[0].className == "expand-control-icon icon expanded") {
jQuery(this).trigger("click");
}
}
)
} else {
jQuery(".expand-control").each(
function() {
if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
jQuery(this).trigger("click");
}
}
)
}
});
});
</script> |
Basic Path
01. From the main menu, click Task Central.
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03. Select the task to be finished. To open it, click on the code.
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Request codes displayed in black indicate that the activity does not have a deadline set, or that it is not late. Codes displayed in red indicate that the activity has exceeded the established execution deadline. |
04. In the Task List tab, click Add activity to include new activities to the process, if necessary.
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The Task List tab is only displayed when the respective task is associated to an Ad Hoc process. The tab allows adding new tasks to ongoing processes until a solution is established for the issue under assessment. |
05. Select the Form tab to complete the form.
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The fields displayed in the form are previously defined through the Form Configuration feature, which allows you to standardize the format, availability and fields to be filled out in a certain activity. If the process does not have a form definition associated with it, the Form tab will not be displayed. |
06. Select the History tab to view the history fir the history.
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The History tab presents the record of all movements done in the request, what were the activities run until the moment, the person responsible and the date when each activity was run, as well as the notes made by each user. When a process request is being started, the History tab will not be presented. The history will only be shown after the first movement record for the respective request. |
07. If annotations need to be made, access the Annotations tab.
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The Annotations tab allows the user to register the hours worked annotations in the activity execution. If the activity does not control the activity through annotations, the Annotations tab will not be displayed. To add a new annotation, you should enter the date and time spent and click the Save button. To delete an annotation, just click the recycle bin icon next to the annotation record. |
08. Select the Notes tab to enter notes regarding the performance of an activity.
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The Notes tab allows the user to register comments about the activity execution. These comments will be stored in the request’s history. |
09. Select the Attachments tab to add attachments to the request.
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The Attachments tab allows the user to attach any document type existing in the platform to the request or upload of new files. You can also delete existing attachments or post the attached documents by upload in the platform. The execution of these actions depends on the attachment security configuration for the process. |
10. Select the Process tab to view the process flow.
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The Process tab allows you to view the flowchart of a process, allowing for an easy identification of the current activity and verification of the forward and backward flows. |
11. In the Decision area, select an option in the Send to activity field.
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The activities found in the selection box are the forward or backward activities that are configured for the respective activity. |
12. In the Decision area, select an option in the field with the user.
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The chosen user will be the person responsible for the activity chosen in the Send to activity" field. In some situations, this option will not be displayed. This occurs when the activity chosen in the "Send to activity" field has some assignment condition that does not need to select the user, such as a POOL assignment mechanism for Group or Role or a joint activity for all users. You can also search for the desired user by entering his/her name in the Search field. |
13. Click Send.
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By clicking the Send button, the request will be moved to the next activity chosen in the "Send to activity" field. You can also click the Save button; however, that way the request remains in the current activity, only saving data entered. |
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02. Select one of the available options to search tasks.
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Available options:
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03. Select the requests you wish to move in block.
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Upon performing a movement in block, the selected requests must comply with the following premises:
When performing a movement in block, it is also not possible to enter form data (if the request has a form) and post attachments. |
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06. Select the user in the With user(s) field.
| Expandir | title | Learn more
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| Painel |
The chosen user will be the person responsible for the activity chosen in the Send to activity" field. In some situations, this option will not be displayed. This occurs when the activity chosen in the "Send to activity" field has some assignment condition that does not need to select the user, such as a POOL assignment mechanism for Group or Role or a joint activity for all users. |
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Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas