WebPlatform Documentation

Processes Menu Options

Within the Processes menu in WMS you are to view:

• My Processes - this displays the processes which you are involved in
• My Teams Processes - this displays the processes which your team members are involved in
• My Roles Processes - this displays the processes which have been instantiated and are specific to your role
• Start Process - this is where you can start, preview or see an overview of a process
• Bulk Import - this is where you can start multiple instances of a process

My Processes page

In the My Processes page you are able to view all the Processes you are involved in. You are also able to do the following:

• Select the view you want to see your processes for
  • these can be: All Processes, Active processes, Active & Inactive Processes or Completed Processes
• View the Process Diagram, Abandon a process and add Process Notes to a Process
• Use the standard FSG (Filter Search Grid) functionality
  • Add Fields, Reset Fields, Search, Download, Filter
• Group processes by any of the column headers
• Identify sub-processes by adding in the 'Is Sub-Process?' field to the grid (using Add Fields button)

How to abandon a process

• Select the process you want to abandon from the grid (delete icon)
• Select the reason or type one
• Click 'Abandon Process' to confirm your instruction

How to add a process note

Click on the add process note icon in the actions column

• The 'Add Process Note' pop up will appear
• Add you note
• Check spelling
• Click Add

This note will be visible in the process notes section and visible to all users with access to the process

Notifications

In this grid you can see dated actions taken in processes you have access to.

If you want to navigate to any of the processes, just click 'View process diagram' and you'll be taken to the respective process diagram.

My Teams Processes page

In the My Teams Processes page you are able to view all the Processes your team members are involved in. You are also able to do the following:

• Select the view you want to see your processes for
  • these can be: All Processes, Active processes, Active & Inactive Processes or Completed Processes
• View the Process Diagram, Abandon a process and add Process Notes to a Process
• Use the standard FSG (Filter Search Grid) functionality
  • Add Fields, Reset Fields, Search, Download, Filter
• Group processes by any of the column headers
• Identify sub-processes by adding in the Is Sub-Process? field to the grid (using Add Fields button)

My Roles Processes page

In the My Roles Processes page you are able to view all the Processes that have been instantiated and are part of your role. You are also able to do the following:

• Select the view you want to see your processes for
  • these can be: All Processes, Active processes, Active & Inactive Processes or Completed Processes
• View the Process Diagram, Abandon a process and add Process Notes to a Process
• Use the standard FSG (Filter Search Grid) functionality
  • Add Fields, Reset Fields, Search, Download, Filter
• Group processes by any of the column headers
• Identify sub-processes by adding in the Is Sub-Process? field to the grid (using Add Fields button)

Start Process

In this page a user is able to:

• Start a Process
• Search for a Process to Start
• Sort the processes by recently cut live or Process Name
• Preview a Process
• View the Overview of a Process
  • Including Animations in Process Overview 

Bulk Import

In this page you are able to create multiple instances of the same process. To see more information on how to do this please click here