Histórico da Página

Title
Name for identifying the process. When you open requests for the process in the Start request feature, this is the name that is displayed. You can edit the process name at any time.

Icon
Graphic element to facilitate the visual identification of the process. To change the icon, simply click the arrow next to the current icon and click the desired icon. You can locate a specific icon using the Search icon  field – located at the top. If you do not select another icon, the system assigns the default icon  to the process.

Painel
borderColor #ebecf0
Estado subtle true title EXAMPLE In a Travel Approval process, for example, the icon could be the airplane .

Instructions
Instructions to help the users of the process to understand it better, such as the purpose of this process, what they can request from this process, who can use this process, among others. The Information tab of the request displays these instructions.

Tags
Labels assigned to the process to facilitate future searches. Tags function as keywords and allow for a more informal and personal way to label the process. You can find a process through browsing or by search, which considers the tags to locate it.

Category
The category to which the process belongs and in which it is displayed in the Start requests feature. Categories and subcategories are useful to organize processes and facilitate their location, by grouping them. To include a subcategory, simply enter the category, a period (.), and the subcategory.

Complement requests
Who can add comments and attachments to ongoing requests even when they are not under their responsibility, thus ensuring that all communication is recorded in the request history instead of being done through other means. The available options are:

• Responsible and requester: when selected, it determines that only the requester – at the time of opening the request – and the person responsible for the stage in which the request is located, can add comments and attachments.

• Responsible, requester, and managers: when selected, it determines that only the requester and the process managers – at any time – and the person responsible for the stage in which the request is located, can add comments and attachments.

• Participants and managers: when selected, it determines that all those involved in the request at some point and the process managers, can add comments and attachments at any time.
  

  Painel
  borderColor #ebecf0
  Estado subtle true title EXAMPLE → Person A, who was responsible for a certain stage of the request, transferred it to person B. → Even though person A is no longer responsible for any stage of the request, they can still include comments and attachments at any time, as they were a participant in the process at a certain point.

• Any user: when selected, it determines that anyone with an active registration can add comments and attachments to the request at any time.
  

  Informações
  title Note:
  This option is only valid for public processes. To define a process as public, it is necessary to activate the Make public option in the Security tab.

Track additions
Who should receive notifications when you add a comment or an attachment is added to the request. This field is not enabled when the option selected in Complement requests is Responsible and requester. The available options are:

• Notify responsible: when checked, it determines that the responsible parties for the stages of the process will be notified when someone adds a comment or an attachment is added to the request.

• Notify requester: when checked, it determines that the requester – the one who opened the request – will be notified when someone adds a comment or an attachment is added to the request.

• Notify manager: when checked, it determines that the process managers will be notified when someone adds a comment or an attachment is added to the request.

Attachment volume
Location where you can store the attachments added to the process requests will be stored. Only . It displays only volumes of type Default and Workflow Attachment are displayed. Volume management is done . You can manage the volume in the Volumes feature of the WCMADMIN user control panel.

Working hours
Working hours that will be related you can associate to the process and considered use in the execution of its stagessteps. The calculations of final deadlines and delays use the working hours selected for the process are used in the calculations of final deadlines and delays for stages for steps that do not have their own configured working hours. The working hours that exist in the Working hours feature are displayed Working hours feature displays the existing working hours for selection.

Expiration deadline
Maximum time, in hours, within which you must complete the request must be completed to not be considered consider it expired. The entry must be in the format 000:00. Upon reaching the maximum time, the system issues a notification is issued to all involved informing that the request has expired. When configured, the system calculates the time is calculated by taking into account the standard working hours registered on the platform. This deadline cannot be less than the notice period.

Notice period
Time, in hours, before the request's expiration deadline of the request in which , when the system sends a notification will be sent informing that the request is about to expire. The input must be in the format 000:00. When configured, the time is calculated considering system calculates the time using the standard working hours registered in on the platform. This period cannot be greater than exceed the expiration deadline.