Process Ribbon Bar

When working with a Process Property Card, there are two ribbon bar menus available.

• Main
• Tools

Main

• Save

This option saves the Process record in it's current state.

• Accept Process

Once a process has been created and sent to the next stage, in order for it to be worked on, the next user must first accept the process.

• Send to next stage

  Once all fields have been completed for the current stage, this is the button used to move the process to the next stage

   

  See Process Information to find out more about the process.

• Cancel Process

  This option cancels the process, but is only available if you have permissions to perform this action.

• Stage:

  Label showing the current stage name.

   

  See Process Information to find out more about the process.

• Process Information

  This button open a side pane with three additional tabs containing information about the process.

   

  See Process Information to find out more about the process

   

Tools

• History

Opens a popup window showing the process history.

 

Each step in the top section can be selected and the relevant stage in the workflow diagram will be highlighted in orange.

• Reports

Any reports which the user has access to can be selected from the drop-down menu.

 

Reports and their associated permissions are configured by the System Administrator.

• Run

  Opens the selected report a preview window. Reports can be viewed, printed, saved, or even exported in a range of formats.

   

  See Reporting