Use the Process Navigation Panel

Purpose

This guide outlines how to navigate through a process in the system.

Instructions

1. Select the desired process from the Assignments page.

Figure 1. Select Process

2. The process opens with a gray navigation panel. The panel displays all activated stages and any created records.

Figure 2. Process Navigation Panel

3. Each stage can be expanded or collapsed using the icon.

Figure 3. Expand/Collapse Icon

4. Use the search bar to locate a specific task, stage, or record within the process.

Figure 4. Navigation Search Bar

Use the Filter option to select what should be shown in each stage. Options include:

5. Tasks
6. Records
7. Compares
8. Views

Figure 5. Files - View Document Details

6. The + icon is used to add additional tasks or records to a particular stage in the process.

Figure 6. Add Task or Record

7. Collapse or expand the process navigation panel by clicking the icon.

Figure 7a. Collapse Process Panel Icon

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Figure 7b. Expand Process Panel Icon