Process Panel

Complete

Select Complete to open a pop-up window showing the outcomes available to complete the process.

•Select the desired outcome option then select Save to complete the process with that outcome and save all changes to the job and process.

•Select Cancel to return to the Process panel without choosing an outcome. The process pane becomes read-only when the process is completed.

Claim

Select to assign the process only to yourself (assuming you are allowed to).

Any current assignees are removed. The change is saved automatically, but other changes are not saved with it.

Delete

Select Delete to remove the process from the job.

Reports

Select the Reports button then select the desired report from the drop-down list to open or save it.

Reports with a icon will be saved automatically as POSSE documents when they are run.

If the History Report appears in the list, just above the Audit Report, selecting it opens a criteria pop-up window that provides a As Of Date calendar entry and As Of Time drop-down.

Set the desired criteria and select the Run Report button.

The report opens as a .pdf file in a new browser window. If the Audit Report item appears in the list (as the last item), it  produces a forensic audit report (without using a criteria pop-up window) when selected.

Workflow Error

Selecting this opens the Workflow Completion dialog. This dialog shows any queued Workflow errors (report generation failed, script execution failed to execute, etc.), and gives the user an opportunity to retry or permanently ignore each one.

See the Processes List Pane help topic for more information on accessing the Processes Workflow Queue to correct workflow errors on a job in StaffUI.

NOTE: This button only appears if the user has navigated to a process with one or more outstanding Workflow errors on it. This can be achieved in multiple ways, such as:

•By selecting any process in the Processes List Pane with in the completed column.

•By selecting from the current user's To Do List and then navigating to a process by selecting on any process in Results Pane of the Search Panel.  

•By selecting Process Search from the All Searches Tab of the Quick Search Panel and filtering the results to include Workflow Errors Only. Then navigate to a Process by selecting any Process in Results Pane of the Search Panel

Assigned To

Depending on what has been configured, this appears and behaves like a Single Select or Multi Select widget.

•Select the icon to change the assignee or add assignees in a pop-up search window (if you have the required permissions).

•Select the icon to remove the assignment when Assigned To appears as a Single Select widget.

•Select one or more assignees when Assigned To appears as a Multi Select widget, and select the icon to remove their assignment.

•Select to preserve your changes. Activate the navigate icon (if available) to open the user window for that assignee.

Description

Enter or modify information about the process here. Select the icon to open a larger, resizable pop-up window for editing.

Importance

Select a level of importance to set for completing the current process.  The levels of importance that can be selected are:

• High

• Extreme

Scheduled Start

Using the suggested format, enter a date that the process i scheduled to start or select a date from the Calendar pop-up to indicate the scheduled start date.

Started

Enter a date using the suggested format or select a date from the Calendar pop-up to set the actual start date.

Scheduled Complete

Enter a date using the suggested format or select a date from the Calendar pop-up to indicate the scheduled complete date.

Completed

This read-only date is set by the software when the process is completed.