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Maintaining a process flow

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To maintain the flow of an occurrence, first, select it in the list of records of the main screen. After that, click on the bt_executar_pend button on the toolbar.

 

At this point, the flow maintenance screen will be displayed. The Occur. #, Classification, Step and Occurrence fields will be completed with the respective occurrence information. The Leader field displays the name of the process flow leader, but it is possible to edit it. In this case, select the desired user.

 

manutencao_fluxo

 

The following tabs are also available:

 

General

In this tab, the system will display subtabs that correspond to each step of the flow, allowing the maintenance to be performed. These steps are defined in the method that has been associated with the occurrence classification, that is, if the step has not been defined, the respective tab will not be displayed. The user displayed in the "Leader" field may add/edit the responsible parties and deadlines set for each step. Only the flow steps through which the occurrence in question has still not gone will be available for edition.

Team

This tab will only be displayed if, in the General tab of the occurrence classification, the "Team identification" option is checked. In it, it is possible to view the team members that have been associated with the occurrence, and it is allowed to add other users who will take part in treating it. See the detailed description of this tab in the General section.

Notification

This tab will only be displayed if, in the Notification tab of the classification of the occurrence being identified, the Enable notification sending option is checked. In it, it is possible to view the notification groups and the specific users who will receive a notification just as the occurrence identification is finished or when approving the identification of the occurrence in question. See the detailed description of this tab in the Editing an occurrence section.

Security

This tab will only be displayed if, in the Security arrowrgray View tab of the occurrence classification, the Let occurrences specify their own configuration field is checked. In it, it is possible to view the users and control groups to which the permission to view the occurrence in question has, or not, been granted. It is also possible to grant or deny such permission to other users and control groups. See the detailed description of this tab in the Editing an occurrence section.

 

Specific buttons:

bt_importar_fluxo1

Click on this button to import a process flow already created through the Configuration arrowrgray Process flow menu.

bt_visualizar dados

Click on this button to view the data of the occurrence in which the flow maintenance is being performed.

bt_salvar e sair

Click on this button after performing all desired configurations to save them.