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Processes open in a separate browser window. Other e-Builder windows remain open in the background. Click on the appropriate button to initiate the following actions. You will see only actions that are appropriate for the process given the designed workflow and your role and permissions.
| Field | Description |
|---|---|
Accept/Decline | The option to accept or decline to act on a process step is only available if there are multiple actors on the step and this option is configured in the account settings. If you click Decline, the process step will no longer appear in your court. |
Workflow Override | This button displays only for administrators and users with manage workflow permissions. Click this button to override the step and move the process instance to another step in the process. |
All Fields View | This button displays for administrators and user with manage workflow permissions only. Click this button to view a list of all data fields and their values for the process |
Help | Click this link to view instructions for the process written by the process creator. If a data field has a question mark icon displayed to the right of the field name then hover over it for additional help content for that field. |
Show History | Click this link to open the routing history page and view an audit trail of the process. |
Show Workflow Diagram | Click this link to view the workflow diagram. The current step will be highlighted. |
Current Actors | Click this link to view current actors on the process steps. |
Take Action | Click the drop-down arrow to the left of this field to select an action to take, and then click this button to take the action. Taking action will move the process to the next step in the workflow. |
Check Spelling | Click this button to check the spelling of data fields on this page. |
Submit | Click this button to complete the start step when initiating a process. |
Forward | This button only display if the step has been configured for flexible routing by your account administrator. Click this button to forward the process to another user on the project. |
Reply | This button only display if the step has been configured for flexible routing by your account administrator. Click this button to reply to the user on the project that forwarded the process to you. |
Click this button to print the process step. Based the settings for this step, this button may or may not appear. | |
Copy | This button displays for processes that are already in progress. Click this button to duplicate the process instance. This capability allows you to carry over existing, reusable information, reducing data entry efforts. Once a process instance is copied, data entry fields are copied as well, such as custom fields, data fields, company and contact information and reason codes. If this is a cost process, all cost data is also carried over with the exception of line items and dynamic line items. |
Delegate | Click this button to delegate the current step to another user on the project. |
Save | Click this button to Save the current filled out data and return to it at a later time. |
Delete Draft | This button displays only for account administrators, the process initiator and users with the permissions to access draft processes. Click to delete the draft. |
Cancel | Click this button to cancel the current action. All unsaved data will be lost. |
Details Tab | The Details tab list all data fields for the process. |
Comments Tab | Click the Comments tab to view a list of comments added to the process in chronological order. Date and time stamps are included. If a document or process is attached it also can be referenced here. From here you can also add and request comments. |
Attached Documents Tab | Click the Attached Documents tab to download and view a list of documents attached to the process. From here you can also attach documents as a reference or supporting evidence, such as a sketch, plan, specification, or budget. |
Attached Processes Tab | Click the Attached Processes tab to view a list of documents attached to the process. From here you can also attach documents as reference or supporting evidence, such as a Request for Information to a Potential Change Order. |
Attached Forms Tab | This tab will only display if the Forms module is enabled on your account. Click the Attached Forms tab to view a list of forms attached to the process. You can also attach forms as reference or supporting evidence. |
Attached To Tab | Click the Attached To tab to view a list of processes that this process is attached to. |
Action Dropdown
If you are an actor on the step and are responsible for completing the task you will see this drop down with the different actions you have the ability to take. Should you want to see what step is next you can use the Show Workflow Diagram link..
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