How to navigate through the process?

Last Updated on:
January 25, 2022

1. Click on the link of the desired process (in My Assignments page or from a View)

2. Navigation of that process opens next to the left-side menu, with all the stages activated so far and all the records created so far 

3. Scroll through the Navigation to find the task or record that you need. Each stage can be expanded or collapsed on an arrow

4. At the top of the process’ Navigation there is a Search bar available where you can type in a keyword for the task, stage or record that you are looking for in that process

5. Click on the Record from the stage you want to see

5. Click on the Task from the stage you want to see

6. You can navigate through the system like it's shown in previous steps