Processes

View process information

As a Process Originator, you can view all processes you originated which are currently running.

The following information is available on the Processes tab:

• Process Name
• Process Elapsed Time
• Process Due Date
• Process Status

Process status descriptions

Running processes - state descriptions

Filter by solution

You can view processes according to the solutions they belong to. If the Solution window does not currently show, click the icon on the top right of the Process page.  The left pane lists the solutions related to that process. Click on a solution name to display each process associated with it.

You can search for a solution by entering your search words in the search box in the left window. This filters the solutions according to the text entered in the search box. If the solution window does not appear, click the icon at the top right of the Processes page.

View process history

To view the detailed process history for a specific process, click the  icon under the Actions column and then click Process History. The Process History page includes the following information:

• Process Name
• Creation Date
• Due/Completion Date
• Process Status
• Comments
• Process Elapsed Time

You can also view the history of each task in the process. Click the icon to see all tasks completed or assigned to date in that process. To see task details, click the icon next to a task. Details include the due/completion date, the status, the list of users assigned to the task, and any user comments added while completing the task.

If you are the Global or App Administrator, and want to view the history of a process you did not originate, please see Operations.

Force approve processes

Processes can be force approved only if you are the process originator and either the Global or App Administrator.  

To Force Approve a process:

1. Click the Processes menu, and then click on a process.
2. Click on the icon under the Actions column, then click Force Approve. You are prompted to confirm your action.
3. Click Confirm. You are notified that the process has been successfully approved and the Process Status changes to Approved.

If you are the Global or App Administrator and want to Force Approve a Process you did not originate, please see Operations.

Force reject processes

Processes can be force rejected only if you are the process originator and either the Global or App Administrator.  

To Force Reject a process:

1. Click the Processes menu, and then click on a process.
2. Click on the  icon under the Actions column, then click Force Reject. You will be prompted to confirm your action.
3. Click Confirm. You are notified that the process has been successfully rejected and the Process Status changes to Rejected.

If you are the Global or App Administrator and want to Force Reject a Process you did not originate, please see Operations.

Cancel processes

To Cancel a process if you are the process originator and either the Global or App Administrator:

1. Click the Processes menu, and then click on a process.
2. Click on the icon under the Actions column, then click Cancel Process. You will be prompted to confirm your action.
3. Click Confirm. You will be notified that the process has been successfully canceled and the Process Status changes to Canceled.

If you are the Global or App Administrator and want to Cancel a process you did not originate, please see Operations.

Edit assignments

You can Approve, Reject, or Reassign an Approval Task. You can also Complete or Reassign an Activity Task.

In addition, you can change the swimlane members for tasks which have not yet been created for a process. Modifying swimlane members does not affect an assignment that is already in progress.

• Process assignments can be edited only if you are the process originator and either the Global or App Administrator.

To Edit an assignment for a process:

1. Click the Processes menu, and then click on a process.
2. Click on the icon under the Actions column, and then click Edit Assignment.
3. A detailed view of the process appears. Click on the icon under the Actions column, and then click either the Complete, Approve, Reject, or Reassign icon.
4. If you are reassigning a task, a Reassign Task pop-up window will appear. Select a user in the Reassign To drop-down list. Enter comments and then click Reassign Task. You will be notified that the process has been successfully reassigned.

If you are completing, approving, or rejecting a task, you will be prompted to confirm your action. Click Confirm. You will be notified that the task has been successfully completed, approved, or rejected.

If you are the Global or App Administrator and want to edit assignments of a Process you did not originate, please see Operations.

View lifecycle

To view the Process Lifecyle if you are the process originator and either the Global or App Administrator:

1. Click the Processes menu, and then click on a process.
2. Click on the icon under the Actions column, then click View Lifecycle. The Process Lifecycle slide-out pane appears. You can view the details of completed tasks. For upcoming tasks, you can view details such as current status and expected completion date. You can also view the status bar to learn how close a process is to its completion date.

See the Process Lifecyle section below for more information.

If you are the Global or App Administrator and want to see the process lifecycle of a process you did not originate, please see Operations

Process lifecycle

The Process Lifecyle feature provides a probable workflow path and estimated time to completion for processes.

It relies on data from completed processes. The more completed processes it relies upon, the more accurate are its data and estimates. If zero processes for a solution have completed, the lifecycle will be unavailable and the Process Lifecycle page will include this message: "No Data Available. This feature requires at least one process to run from start to finish in order to display the appropriate data for next routings."

The estimated process lifecycle is based on previous submissions of the solutions. The actual route and time will vary based on data, decisions, and other external variables. This feature can be used to offer a likely scenario for the process, giving all participants a holistic view of the tasks.

For detailed SLA tracking or process status, we suggest referring to the Process History and/or custom reporting dashboards using database views.

View process lifecyles

On the Operations page, Global Admins and App Admins can view process lifecyles for all processes (including those launched by other users). End Users can view process lifecyles only for processes they launched, and they can view them on the Processes page.

Global Admins can view process lifecycles for processes initiated on all apps. To view the Process Lifecyle:

1. Go to the Admin App.
2. Open the Operations page.
3. On the Processes tab, click the number next to the process status (Normal, Close to Due, Overdue, or Total) you are interested in.
4. The process Details page will open; the selected processes are listed in a table.
5. Go to Actions and click the View Lifecyle link.
6. The Process Lifecycle page will open.

App Admins can view process lifecycles for processes initiated on Administration apps. To view the Process Lifecyle:

1. Go to the User App.
2. Open the Operations page.
3. On the Processes tab, click the number next to the process status (Normal, Close to Due, Overdue, or Total) you are interested in.
4. The process Details page will open; the selected processes are listed in a table.
5. Go to Actions and click the View Lifecyle link.
6. The Process Lifecycle page will open.

End Users can view process lifecycles for processes they have initiated. To view the Process Lifecyle:

1. Go to the User App.
2. Open the Processes page.
3. The process Details page will open; the selected processes are listed in a table.
4. Go to Actions and click View Lifecyle link.
5. The Process Lifecycle page will open.

Abort

You can stop the execution of AutoRun by using the Abort feature. After a workflow/process is aborted, it moves on to the next stage/node. The Abort option is listed only when an AutoRun is in the process of executing.  

To Abort a process if you are the process originator and either the Global or App Administrator:

1. Click the Processes menu, and then click on a process.
2. Click on the icon under the Actions column, then click Abort. You will be prompted to confirm your action.
3. Click Confirm. You will be notified that the jobs for the process have been successfully canceled.

If you are the Global or App Administrator and want to Abort Autorun for a process you did not originate, please see Operations.

You can edit the schedule of an AutoRun when the AutoRun is pending, though not while it is executing.  

If you are the process originator and either the Global or App Administrator:

1. Click the Processes menu, and then click on a process.
2. Click on the icon under the Actions column, then click Edit Schedule.
3. Provide the updated schedule and click Save. You will be notified that the job has been rescheduled successfully.

If you are the Global or App Administrator and want to Edit the schedule of a process you did not originate, please see Operations.