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  1. Select a Project.

  2. In the Project menu in the left hand column select Processes. Alternatively, you can select Processes from the top menu and then select the project you wish to work within.

  3. Click on Start Process on the right side. This will open a page with a list of the processes you may start based on your role and project permissions.

  4. Select a Process.

  5. Fill in the process details.

    Note
    titleRequired Fields

     All fields with a red asterisk (*) are required and must be completed before sending.

  6. Click the documents, processes or forms tab to attach any supporting documentation needed.

  7. Click “Submit" to route the workflow to the next step.

    Note
    titleRequired Fields

     All fields with a red asterisk (*) are required and must be completed before sending.

Taking Action on a Process

You are required to take action when a process in the structured workflow reaches a step for which you are listed as an actor given the structured workflowactor.

From the Project Process Page:

  1. To see processes which that are in your court use these settings in Filter Processes:

    Click Processed in My Court in the radio button group.
    Check Open for Type of Process.
    Choose All Statuses from the Status dropdown menu

    Select a Process in the table.

  2. Fill in the details on the process and attach any supporting documentation

  3. At the top of the page, there will be an Action drop down, select your action and click the button to move the workflow to the next step.

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