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Location: Management  Problem
Prerequisites:
▪Started problems
Overview:
Through this menu, it is possible to manage and track, among other operations, the problems with which the logged user is involved.
It is worth pointing out that the problems displayed in the list of records will be those of which the logged user:
▪Is the process or instance manager, or is part of the process security list with the edit, delete, cancel, postpone or reactivate instance control enabled. ▪Has the "List" control enabled in the security list of the problem type. |
Specific buttons:
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Click on this button to edit the data of the problem selected from the list of records. See further details in the Editing problem data section.
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Click on this button to delete the problem selected from the list of records.
It is important to point out that to perform this operation it is necessary to have the Delete control enabled in the problem security list. Keep in mind that the problem record will be deleted from SE Problem, but its template will remain in SE Process.
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Click on this button to view the data of the problem selected from the list of records in "Read-only" mode.
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Click on this button to access the process flowchart that automates the problem selected from the list of records. See more details on this operation in the Operations with problem flowchart section.
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Click on the arrow placed on the right side of this button to select the desired view to build the cube: problem, activities, or history.
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Click on the arrow placed next to this button to configure and issue the problem data reports and the other possible options of available reports for the menu.
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Click on this button to edit the status of the problem selected from the list of records. See further details in the Editing problem status section.
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Click on this button to unblock a problem whose flowchart is blocked for editing. Before clicking on this button, make sure the workflow has no errors in its modeling. After unblocking the problem, it returns to the execution of its activities.
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Click on this button to change the main screen layout to three quadrants. When selecting this option, the details of the problem selected from the list of records are displayed in one of the quadrants.
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Click on this button to change the main screen layout to two quadrants.
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▪Use the "Search filters" to easily retrieve the desired records based on specific information. Refer to the "View  Problem" menu for a detailed description of the filters. ▪Problem management may also be performed through the "Tracking Management" task. ▪Through this menu, it is possible to view the execution of system activities. See the Tracking the execution of system activities section for further details. |
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