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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.
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. Select From 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 |
, click Processes.
02. Click Start requests.
03. In the listing of categories and subcategories of available processes, search and select the process whose request you want to start02. Select the category of the process and then the process.
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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. 04. Fill out the required fieldsform 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. |
0504. 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.
Details tab if you want to view more information on the process, its diagram and instructions.
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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.A process flow diagram makes it easier to identify the current activity and check potential forward and backward flows. |
06. Click the Notes tab Add-ons tab if you want to add notes to the request.
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The Notes That tab allows the user to register comments about the recording comments on activity execution. These comments will be are stored in the request request’s history. |
07. In the displayed field, enter the comment and click Add add-on.
08. Click the Attachments tab if you want to attach documents to the request.
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The Attachments This tab allows the user you to attach any document type existing in the platform on fluig to the request or , as well as 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.. |
09. Click Load file – to attach a file via upload – or Search ECM – to attach a document that is already posted on the platform.
10. Find the document and confirm.
11. Click Send08. 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. | ||
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 window09. In the Decision area, select an option in the Send to activity field.
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Next activity Person in question. |
10. In the Decision area, select an option in the field with the user.
charge Password Records Repository Certificate |
13. Click Send.
Alternative paths
Copy process link
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 request11. Click Send.
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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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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. |
02. Click the Add to favorites icon, represented by a star and located to the right of the process name.
03. View the process in favorite processes area.
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You can also view processes defined as favorites in Favorite processes. |
Delete process from favorites
01. In the favorite processes area, search the process you want to delete from favorites.
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 areaClicking 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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This documentation is valid from update 1.5.1011 on. If you use an earlier version, it may contain information different from what you see in your platform. |
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