View Business Process

1. View Business Process

1.1 Entry:

Click [To Do] - [Pending Business Processes] - [Related Record]

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1.2 Actions:

• Terminate: Terminate the process. You must provide a termination reason.
• Forward: Forward to Chats.
• View Full Process: View the Report, process diagram, and process activity.

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2. View Business Process Task

2.1 Entry:

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

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2.2 Actions

• Save: Save your edits.
• Save and Complete: Complete the task.
• Defer: Select “Defer” and provide a reason.

2.3 View Full Process

• In the top-left of the business process details, click View Full Process to see the Report, process diagram, and process activity.

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