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Through this section, it is possible to associate items originated from other SE Suite components with the document. To do that, click on the arrow below the Associations option and select the desired option. See how to make the associations:
In this section, it is possible to identify the occurrences, as well as to associate previously identified occurrences in the SE Action component and that are related to the document. In order for this feature to function correctly, it is necessary that the SE Action component is part of the solutions acquired by its organization.
In the Display field, on the upper part of this section, select one of the following options:
▪Revision: Displays in the list of records the occurrences that were associated with the revision of the document that is pending. ▪Document: Displays in the list of records, the occurrences that were associated with all the revisions that the document has gone through.
On the side toolbar, the following buttons are available:
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Click on this button to identify a new occurrence. On the screen that will open, enter a name for the occurrence and its description and perform the other necessary changes. Save the record. At this point, the other fields will be displayed to be filled out. Refer to the Occurrence identification section of the specific SE Action component documentation for a detailed description on how to perform this operation.
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Click on this button to associate an already-identified occurrence with the document. On the screen that will open, locate and select the desired occurrence.
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Click on this button to disassociate the selected occurrence from the document.
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Click on this button to view the data screen of the occurrence selected in the list of records.
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In this section, it is possible to create or associate an actionable event with the document. An actionable event allows the user to define the execution of actions for the document within a flexible period. Actions consist of: alerting via e-mail, starting workflows, and reporting incidents.
The following buttons are available:
▪Add new event: Click on this button to create an actionable event for the document. See further details in the Configuring an actionable event topic. ▪Add existing event: Click on this button to associate an actionable event previously configured in the system. On the screen that will be opened, search for the event, select it, and click on the Add button.
Events previously associated with the document will be listed in this section. Through the listing, with the available buttons, it is possible to execute the event, view its data, edit it, and associate or disassociate other events. Remember that it will only be possible to manually execute the events with the Allow executing the event manually option checked.
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In this section, it is possible to start the record of new incidents, as well as to associate incidents already started that are related to the document. In order for this feature to function correctly, it is necessary that the SE Incident component is part of the solutions its organization has acquired.
In the Display field, on the upper part of this section, select one of the following options:
▪Revision: Displays in the list of records the incidents that were associated with the revision of the document that is pending. ▪Document: Displays in the list of records, the incidents that were associated with all the revisions that the document has gone through.
On the side toolbar, the following buttons are available:
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Click on this button to start reporting an incident. On the screen that will open, select the type that will classify the incident you wish to create. The Title and Description fields will be enabled to be filled according to the configurations made in the process. Save the record. The recorded incident ID # will be displayed and the activities will be generated for the due responsible parties.
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Click on this button to associate an incident with the document. On the screen that will be displayed, locate and select the desired incident.
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Click on this button to disassociate the selected incident from the document.
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Click on this button to view the data screen of the selected incident.
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Click on this button to view the flowchart associated with the type of incident selected in the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling (SE Process) component documentation for more details on process flowcharts.
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In this section, it is possible to associate documents with processes created in SE Suite. In order for this feature to function correctly, it is necessary that the SE Process component is part of the solutions acquired by your organization. On the sidebar, the following buttons are available:
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Click on this button to associate a process with the document. On the screen that will open, locate and select the desired process.
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Click on this button to disassociate the selected process from the document.
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Click on this button to view the data screen of the selected process.
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In this section, it is possible to monitor the status of the protocols with which the document has been associated. In order for this feature to function correctly, it is necessary that the SE Protocol component is part of the solutions acquired by its organization. On the sidebar, the following buttons are available:
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Click on this button to perform the opening of a protocol related to the document. On the screen that will open, select the Type that will classify the protocol. Once done, the other fields will be available to be filled out. Enter the ID #, the subject and the other required fields and save the record. Refer to the Starting a protocol section of the specific SE Protocol component documentation for more details on how to perform this operation.
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Click on this button to view the data screen of the selected protocol.
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Through this section, it is possible to view the requests being executed, as well as executing requests related to the document. In order for this feature to function properly, it is necessary for the SE Request component to be part of the solutions its organization has acquired. To do that, use the sidebar buttons:
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Click on this button and, on the screen that will open, locate and select the request that will be executed with the document. Save the record after that.
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Click on this button to disassociate a request of the document. Select the desired record before clicking on the button.
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Click on this button to view the data screen of the request selected in the list of records.
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▪Such operation can also be performed through the "Request execution" task. ▪Refer to the specific SE Request component documentation for more information on issuing requests. |
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This section will only be displayed if the Workflow association control is checked in the document category or if the document is associated with a workflow through the SE Workflow component. In order for this feature to function correctly, it is necessary that the SE Workflow component is part of the solutions acquired by its organization. In it, it is possible to view and track the workflows that are related to the document.
It is divided in two lists of records:
Associated or started via document
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This list of records displays the workflows associated/initiated through the document, either by this section or those that have been set off automatically (according to the configurations made in the category). On the side toolbar, the following buttons are available:
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Click on this button to start a workflow. On the screen that will open, select the process that will be instantiated. The Title and Description fields will be enabled to be filled according to the configurations made in the process. Save the record. The recorded workflow ID # will be displayed and the activities will be generated for the due responsible parties. This button will only be available if the "Enable workflow to be started" option is checked in the Control section of the category.
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Click on this button to associate a workflow with the document. On the screen that will be displayed, locate and select the desired workflow.
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Click on this button to disassociate the selected workflow from the document.
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Click on this button to view the data screen of the selected workflow.
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Click on this button to view the flowchart of the workflow selected in the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling (SE Process) component documentation for more details on process flowcharts.
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Associated via Workflow
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This list of records displays the workflows with which the document was associated through the SE Workflow component. On the side toolbar, the following buttons are available:
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Click on this button to view the flowchart of the workflow selected in the list of records. Refer to the specific SoftExpert BPM Suite - Process Modeling (SE Process) component documentation for more details on process flowcharts.
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Click on this button to display the workflow data screen selected in the list of records.
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▪Refer to the SE Workflow component-specific documentation for more information on executing or tracking workflows. ▪The document will be displayed in the "Document" section of the data screens of the workflows started/associated here. |
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