Published at: 2025-10-30

View Business Process


1. Viewing Business Processes

1.1 Access Point:

Navigate to [To-Do] > [Pending Business Processes] > [Related Business Record]

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1.2 Actions:

  • Terminate: Stop the process (requires termination reason)
  • Forward: Share via Chats
  • View Full Process: Access process Reports, flowcharts, and activity logs

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2. Managing Business Process Tasks

2.1 Access Point:

Click [To-Do] > [Pending Business Processes] > [Process Name]

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2.2 Actions

  • Save: Save edits
  • Save & Complete: Finalize the task
  • Defer: Requires a reason

2.3 View Full Process

  • Click [View Full Process] in the top-left corner of the Business Process details to access Reports, flowcharts, and activity logs.

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