How can I open a process?

Processes can be opened in several ways. The available options depend on your environment setup and subscription type.

Navigation window

Published, shared, and submitted-for-approval processes can be opened via the main menu button (the Engage Process logo) in the top-left corner of the application.

After clicking the menu button, the navigation window appears.

Select a process type

On the left side, choose which type of processes you want to view:

Published processes
Shared processes
Submitted for approval processes

Shared and submitted for approval processes

Shared and submitted-for-approval processes are displayed in a single list and are not organised in folders.

Shared processes are temporary
Once a shared process becomes publishable, it will be placed in the regular folder structure

Scroll through the list or use search to find the process you want, then click the process name.
The process will open immediately.

Published processes

Published processes are organised in a folder structure.

Click a folder to view its contents
Continue navigating through subfolders if needed
Click the process name to open it

The selected process will appear on the screen.

Overviews

Processes can also be opened via overviews.

An overview is a visual page containing images and clickable shapes that represent categories or topics. Depending on the configuration, clicking an element can:

Open another overview
Display a list of processes
Open a process directly

Overviews are commonly used to make navigation easier and more intuitive.

What is new in this version?

New versions of processes are regularly shared or published. To see what has changed compared to previous versions:

Open the process
Click the clock icon with the backward arrow in the top-right corner of the application

A window will open showing:

All previous versions of the process
Descriptions of changes made per version
Implemented responses

To view implemented responses, click the word “responses” preceded by a number.