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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.
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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.
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Basic Path
01. Select the Start Request feature in the main menu.
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The shortcut for the Start Requests feature is available in the main menu through the Processes icon. To view the procedure guide of how to Run Activity, click here |
02. Select the category of the process and then the process.
In this window, you can define a process as a favorite and copy its link, directing directly to the opening of the request.
Quick launch
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01. From the main menu, click Processes.
02. Click Start requests.
03. In Quick Launch, it is possible to view the last five processes opened, in order to facilitate the process of starting requests.
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The quick launch area may be empty when opened for the first time. This is due to the fact that processes are only displayed in this feature after they have been initiated. The last five processes accessed are then shown in this area. |
Start requests
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01. The Registered processes menu shows all registered processes. The user can also mark processes as favorites and view favorite processes, locate and select processes by categories and subcategories
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The user can search for a specific process using the Search processes field, located on the left side of the screen | ||
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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, by category or by subcategory to which the process belongs. |
03. In the Form tab, the fields of the form definition entered in the process configuration are displayed. Fill out the required fields.
02. The requested information must be provided after selecting a process that you wish to start.
03. Fill out the form data, if any.
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The fields displayed in on the form are previously defined through the Form Definition 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. |
04. Click the History tab.
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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 presented after the first movement record for the request in question. |
05. If the annotations need to be performed, 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 effort by 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. |
06. Click the Notes tab.
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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 history. |
07. Click the Attachments tab.
04. 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. |
05. 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. However, history information is now displayed on this tab when a process request is started. This information is only shown after the first transaction record for the respective request. |
06. In the displayed field, enter the comment and click Add add-on.
07. 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 the platform to the request, as well as | ||
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The Attachments tab allows the user to attach any document type existing in the platform to the request or upload 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 definition configured for the process. The Attachments in Request function presents information with details about this activity. |
08. Click the Process tab.
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The Process tab allows you to view the flowchart of a process, making it easy to identify the current activity and check the forward and backward flows. |
09. In the Decision area, select an option in the Send to activity field.
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08. Click Load file – to attach a file via upload – or Search ECM – to attach a document that is already posted on the platform.
09. Find the document and confirm.
10. 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. |
11. Define the required information in the displayed window.
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Next activity | ||
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The activities that exist in the selection box are the forward or backward activities that are configured for the respective activity. Person in question. |
10. In the Decision area, select an option in the field with the user.
charge |
11. Click Send.
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Clicking the "Send" button, the request will be created and moved to the next activity chosen in the "Send to activity" field. You can also start the process in the "Save" button. However, in this manner, the request remains in the start activity and under the requester user responsibility. |
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Password Records Repository Certificate |
12. Click Send
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After submission, the selected user or manager will receive an email notification detailing the request, including add-ons. |
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Shortly after clicking Send, the user can define what action to take. Available options are described as follows:
When the user clicks the request number or the Access request link, they will be directly redirected to the request. |
Copy process link
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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. |
Define process as favorite
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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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The purpose of setting a process as a favorite is to make it easier to locate when you start requests later. |
02. Click the star icon located to the right of the process name
03. The star icon of the process will turn yellow. View the process in the favorite processes area.
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To view all favorite processes, click the Favorites item located on the left side of the screen. This filters all favorite processes in the list. |
Remove process from favorites
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01. In the favorite processes area, search the process you want to delete from favorites.
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To view all favorite processes, click the Favorites item located on the left side of the screen. This filters all favorite processes in the list. |
02. Click the star icon located to the right of the process name.
03. The process will be removed from the favorite processes area.
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After clicking this icon, the process is no longer shown in the favorites filter. |
| Informações | ||
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This documentation is valid from update Lake (1.5.10 on7.0) - update. If you use an earlier version, it may contain information different from what you see in your platform. |
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