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.
In this window, you can define a process as a favorite and copy its link, directing directly to the opening of the request.
LEARN MORE
Expand/hide additional information.Basic Path
01. From the main menu, 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 start.
04. Fill out the form data, if any.
05. Click the Details tab if you want to view more information on the process, its diagram and instructions.
06. Click the Add-ons tab if you want to add notes to the request.
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.
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 Send.
12. Define the required information in the displayed window.
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 request.
02. Click the Link icon for the request, located to the right of the process name.
Define process as favorite
01. In the listing of categories and subcategories of available processes, search and select the process to be defined as favorite.
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.
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.
Attention!
This documentation is valid from update 1.5.11 on. If you use an earlier version, it may contain information different from what you see in your platform.