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Taking Action on a Process

When You are required to take action when a process reaches a step where you step for which you are listed as an actor through actor given the structured workflow, you will need to take action on the process/.

From the Project Process Page:

  1. In the Filter Processes:  Select Processes In My Court” , “Opened” “Open” and ‘All Processes” and click filter‘All Statuses”. Click the Filter button.

  2. Select a Process in the gridtable.

  3. Fill out in the details on the process , attach and attach any support supporting documentation necessary.

  4. At the top of the page, there will be an Action drop down, select your action and click the button .

    The workflow will automatically move

    to move the workflow to the next step.

Navigating a Process

 

Process Name & Number

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