Histórico da Página
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02. Click on the My Tasks under Management tab.
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The option My Tasks under Management will only appear for users who are assigned as process managers. Upon access, all tasks under managed by this user are displayed. |
03. Select the task to be managed. To open it, click on the code.
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Request codes displayed in black indicate that the activity does not have a deadline set, or that it is not late. Codes displayed in red indicate that the activity has exceeded the established execution deadline. |
04. Select the Form tab to complete the form.
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The fields displayed in the form are previously defined through the Form Configuration feature, which allows you to standardize the format, availability and fields to be filled out in a certain activity. If the process does not have a form definition associated with it, the Form tab will not be displayed. |
05. Select the History tab to view the history fir the history.
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The History tab presents the record of all movements done in the request, what were the activities run until the moment, the person responsible and the date when each activity was run, as well as the notes made by each user. When a process request is being started, the History tab will not be presented. The history will only be shown after the first movement record for the respective request. |
06. If the annotations need to be performed, access the Annotations tab.
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The Annotations tab allows the user to register the hours worked annotations in the activity execution. If the activity does not control the activity through annotations, the Annotations tab will not be displayed. To add a new annotation, you should enter the date and time spent and click the Save button. To delete an annotation, just click the recycle bin icon next to the annotation record. |
07. Select the Notes tab to enter notes regarding the performance of an activity.
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The Notes tab allows the user to register comments about the activity execution. These comments will be stored in the request’s history. |
08. Select the Attachments tab to add attachments to the request.
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The Attachments tab allows the user to attach any document type existing in the platform to the request or upload of new files. You can also delete existing attachments or post the attached documents by upload in the platform. The execution of these actions depends on the attachment security configuration for the process. The Post Attachments option shows detailed information regarding the activity. |
09. Select the Process tab to view the process flow.
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The Process tab allows you to view the flowchart of a process, allowing for an easy identification of the current activity and verification of the forward and backward flows. |
10. In the Decision area, select an option in the Send to activity field.
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The activities found in the selection box are the forward or backward activities that are configured for the respective activity. |
11. In the Decision area, select an option in the field with the user.
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The chosen user will be the person responsible for the activity chosen in the Send to activity" field. In some situations, this option will not be displayed. This occurs when the activity chosen in the "Send to activity" field has some assignment condition that does not need to select the user, such as a POOL assignment mechanism for Group or Role or a joint activity for all users. You can also search for the desired user by entering his/her name in the Search field. |
12. Click Send.
This tab is only displayed when the user authenticates is manager of some process. Accessing it displays all the tasks of the processes under the user's management. |
03. View the tasks that belong to the process requests for which the authenticated user is a manager.
Find request under management
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01. In the field above the request frame, enter the content by which you want to find the request.
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You can find the request by the data of any of the displayed columns, ie by the number, description, requestor, location, responsible, identifier, opening date and deadline. |
02. View the required request.
Filter requests under management
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01. Activate Filter, located in the action bar.
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Clicking this option displays the window in which you can define criteria to be applied when filtering requests that are under the management of the authenticated user. More information can be obtained from Filters. |
View request details under management
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01. From the list of requests, select and open the request to be viewed.
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When you open the request, you can view its details, such as the process diagram, the form, the attachments, and more. More information can be found in Viewing Request Details. |
Cancel request
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01. In the list of My Tasks under Management, select one of the requests.
02. When selecting and opening the request, on the arrow next to the Send button, select the Cancel request option.
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It will be possible to cancel a request by means of the move when the requesting user or a process manager is the one who initiated the request. |
Move block requests
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01. In the list of requests, select the requests you want to move.
02. Drive Block movement, located in the action bar.
03. Requests will be moved all at once to the next activity.
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This new function allows you to move processes of the same type / version / activity at a single time. |
Perform request task under management as manager
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01. In the request list, trigger the request code from which the task will be executed.
02. On the Add-ons tab, click on Move.
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Clicking this option displays the execution window of the current task of the request. More information can be obtained in the Run task to complete. When the manager performs a task of the request, in his history it is recorded that the execution was done by the process manager on behalf of the responsible user. |
Export requests under management
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01. Activate Export, located in the action bar.
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Activating this option generates a spreadsheet containing all the requests that are under the management of the authenticated user |
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By clicking the Send button, the request will be moved to the next activity chosen in the "Send to activity" field. When moving the activity as a manager, it will be registered on the moving history that the activity was carried out by a manager user on behalf of the responsible user. You can also click the Save button; however, that way the request remains in the current activity, only saving data entered. |
| Informações | ||
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This documentation is valid from update 1.5.10 on6.4 - Whaterdrop. If you use an earlier version, it may contain information different from what you see in your platform. |
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