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The menu items integrated grouped in the Workflow menu bar "Workflow" allow every user to trace the process of their own application forms, to edit the assigned To Dosare used to track the progress of your own requests and to process open requests, and serve as an archive for already completed applications and assigned To Dos.

General information about the Workflow-Lists

Handling of the filter functions

requests and completed tasks.

General Information on the Workflow Lists

Using the filter function

• The filter function allows searching for specific requests in the workflow lists.
• Open the desired list (e.g. Open , open requests or Open ToDos) , open tasks or completed requests) --> click on the "Show Filterfilter" button (to find located in the title bar).

You can then search for a specific application form with the help of following criteria:

the desired request using the following parameters (search criteria):

• Requester
  here you can search specifically for a certain requester --> select the desired person (process author) from the name list; you can also select "All persons"
• Group
  with this parameter, a certain group can be selected (e.g., Management or Marketing); otherwise all groups are searched automatically
• Process
  the search for a certain process (for example, all vacation requests of a desired person --> process Vacation); if you want to see all requests, select "All process definitions" as the parameter
• Creation date
  the search for requests with a certain creation date (you can enter either a from - to date or, for example, only a to date to see all requests submitted up to a certain day)
• Effective date
  all requests whose effective period is valid from the from date are displayed; in addition, the effective date can be restricted with the parameter to date
• Available action (only in the "Open tasks" list)
  shows only those tasks for which the selected action (e.g. approve , Approve or viewReview) is possible
• Person in Charge Processor (only in the To Do task lists and only for users with view permission viewing authorization for other persons) Search
  here you can search for the To Dos tasks of a respective person Query for possible Participants certain person
• Show completed tasks of deputies (only in the list "Completed to-dostasks" list) If
  if this option is checked, To Dos tasks completed by deputies are shown as well

• also displayed

Clicking the "Apply Filterfilter" button starts the query for all applications, according to your criteriasearches the requests according to the parameters and displays them. If a filter is active, it can be reset with the "Clear Filterfilter" button. "Refresh" reloads the list.

If you do not want to hide the filter criteria on the screen, so click on the "Hide Filterfilter" button.

In order to hide the "progress" column, click on the "Hide Progress If the column with the process history should not be displayed in the request overview, click the "History off" button. If you want to see the column to reappear, use the "Show Progress" button.Handling select "History on".

Processing several requests at once

In the lists "Open ToDostasks" and "Open requests" lists, several entries can be handled processed at once: mark the the same time: The desired action (e.g. approve, denyApprove, view Reject, Review or deleteDelete) with the check box is marked for the individual entries using the checkbox in front of the action of the single entries, or use via the "SelectionSelect" button to mark for all suitable matching entries at once (approval, review, rejection, deletion or "Undo selection"). Then click on , with "Perform marked actions" to carry out , all marked actions .

Process details

After are executed.

History View

Once you have found the application form, here you will find some information about the process. Click on the Info button for more details.

desired request using the filter parameters (search criteria), you can take a closer look at it using the info button (Details column):

Clicking the info button displays the following information:

• Overview
  general information about the request , such as applicantrequester, process, time of creation and completion time, and state. Progress Here you will find the roles involved in the process (as applicant, supervisor, ...), as well as the name of the person, inhabiting the role, who has already handled the application, the time of handling. If any comments are attached to an application, you will find them in the comment column.Application formHere you will find the summary of all process-relevant data (from-to date, absence reason, somment etc.)Variables (optional)Here you will find the relevant system-data and variables used in the process. Graph (optional) The graph provides a visual progress of the process (roles and actions involved).status
• Form
  here you find all data from the request form summarized (from-to date, absence reason, comment, etc.)
  
• History
  here you see the role (requester, supervisor), to which person these roles are assigned (assigned to), who processed the request (processor), and the time of processing. If comments had been added to the request, you would see them here as well.
  
• Optional - Variables
  these are all system data and variables relevant to the request:
  
• Optional - Graphic
  here the process flow is displayed graphically: