When Editing a Process, the key page is the "Edit Steps" tab. This is where you will graphically build your process and edit it. It offers a clear overview of the workflow.
Below is a typical example of such a screen :
Possible Actions on this screen:
|•||Click on to add a new Step|
|•||: Copy Step : this button allows to duplicate the step. It is always placed right after the copied Step. The name of the step will have ' - copy' at the end.|
|•||: Edit : Change the details of the selected Step|
|•||: Delete : Delete the selected Step.|
|•||Click on to change the position of a Step in the Process, in the current level (so within the Root, or a decision path).|
|•||Click on 'Click to edit parent' to move this step to another path or the root.|
Admin log of process.
: This gives an overview of major changes done to this process, with a timestamp, person who performed the change and a short description. Not all actions are logged.
- Click on SEARCH to filter the list of changes below
- Click on REFRESH to refresh the list of changes.