Location: Management Process flow maintenance
Overview:
Use this menu to track all occurrences in progress whose flow leader is the logged user. The leader is the person who may edit the responsible parties, the deadlines set in the process flow, and also the team members.
Specific buttons:
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Click on this button to open the data screen of the occurrence whose flow will be administrated. Select the desired record before clicking on the button. For further information, see the Maintaining the process flow section.
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Click on this button to issue a report with the data of the occurrence selected in the list of records. The information that will be displayed in the report may be predefined in the classification of the occurrence in question.
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Click on this button to issue the customized report of the occurrence selected in the list of records. Default information may be predefined in the classification of this occurrence to be presented in the report.
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Click on this button to search for the occurrences whose flows will be administrated. This button will only be displayed if the search filters are displayed.
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Click on this button to clear the information entered in the search filters located on the left side of the main screen. This button will only be displayed if the search filters are displayed.
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Click on this button to display/hide the search filters located on the left side on the main screen. Use them to easily find the records through specific information.
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The leader of the process flow, defined in the classification of the occurrence in question, receives the "Process flow maintenance" task. This operation may be performed through My tasks menu.
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