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Responsibility route

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Location: Configuration Responsibility route

 

Prerequisites:

None

Optional:

Checklist

 

Overview:

The responsibility route consists in a flow of users who will be responsible for determined steps in the SE Suite components, even allowing the definition of deadlines for their execution. Through this menu, it is possible to create all the possible responsible routes that can be used to approve the planning, closing and revising stages of the projects and programs in the system.

 

Specific buttons:

Click on this button to add a new responsibility route. See more details about this operation in the Configuring a responsibility route section.

Click on this button to edit the responsibility route selected in the list of records.

Click on this button to delete the responsibility route selected from the list of records.

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 search the parameters that may be used in the configuration of new reports.

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve records based on specific information.