Workflow management

Task	Workflow management
Who is notified:	User appointed as process manager or instance manager.
When:	Once the workflow is started.
Purpose:	To allow the user to manage the workflows that are under their responsibility and that are in progress or blocked for editing.

Select the desired workflow in the list of pending records. If necessary, use the Search filters panel to filter the displayed records.

On main screen toolbar, click on the button that corresponds to the action you wish to perform:

	Click on this button to edit the data of the workflow selected in the list of records.
	Click on this button to delete the instance of the workflow selected in the list of records. It is important to note that to perform this operation it is necessary to have the Delete control enabled in the workflow security list.
	Click on this button to access the flowchart of the workflow selected in the list of records to make the necessary changes.
	Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or to search the parameters that may be used to set up new reports.
	Click on this button to edit the status of the workflow selected in the list of records. When a workflow is closed, postponed or canceled, it will not be displayed in the list of pending records.
	Click on this button to unblock a workflow that is blocked for edition of the flowchart. Make sure the workflow has no modeling errors before clicking on the button. After the workflow has been unblocked, it returns to its activities execution.

On the "Enabled activity" column, when hovering the mouse over the activity name, it will be displayed as a link. By clicking on the name of the activity, a pop-over menu will be displayed with some of the information regarding the activity, such as the deadline, the date in which it was enabled, the executor type and the executor. It will also display links to the following operations:

▪Execute activity: Use this option to execute the activity that has the flow of the workflow selected in the list of records.

▪Change executor: Use this option to change the executor of the activity selected in this menu.

▪Redefine deadline: Use this option to change the deadline of the activity selected in this menu.