How can I open a process?

Navigation pane, overviews and 'What's new in this version?'

Opening processes can be done in several different ways. Below is an explanation of the various possibilities. Depending on the environment setup and subscription type, one or some of the options below may not apply.

Navigation window

Both published, shared and submitted for approval processes can be opened via the main menu button (our logo) at the top left of the application. The following window will appear:

On the left, select whether you want to view published, shared or submitted for approval processes.

Shared and submitted for approval processes are all listed below each other without being divided into categories. Shared processes are temporary in nature. As soon as they are "publishable", they will be neatly placed in a folder structure. Search the list for the process you want to open and click on it. The process will appear on the screen.

Published processes can be divided into various categories using a folder structure. Click on a folder to see the contents of the folder. Repeat this if necessary until you see the process you want to view and then click on the name of the process. The process will appear on the screen.

 

Overviews

Often, navigating to one, or a few processes is done by using overviews. Overviews are a kind of internet page with images and clickable shapes that represent different categories. Clicking on a category can open a new overview or show a list of processes, or open a process to appear immediately.

 

What is new in this version?

Of course, we are always working on improving processes. New versions of a process can always be shared/published. It is of course interesting to know what exactly has changed in the process compared to the previous version(s). This information can be provided by the process designer and can be viewed by clicking on the clock with the arrow pointing backwards at the top right of the application (see below).

In the window that appears, you will see all previous versions with a description of the changes and/or the implemented responses that were given to the previous version(s) of a process. You can find the implemented responses by clicking on the text 'responses' preceded by a number.