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Painel

Required fields:

Title
Set a name for the request title, or choose a form field. Default: Description of the process.

Highlight
Set a form field to fill it. The field should be the highlight and should not be too long. Default: Activity name.

Description
Set a text for a preview description of the request and/or choose form fields. The information that exceeds the limit is available in the request. Default: Instruction about the activity and process + Identifier.


Available actions:

Decline
Select ‘Disable’ or ‘Problem solved’.

Approve
Select ‘Disable’ or ‘Problem solved’.

10. Go to the Monitoring tab.

11. Define the required information

Painel

Required information:

Notify person in charge When checked, the person in charge of the activity will be notified of its start by e-mail.

Notify requisitioner When checked, the requisitioner of the request will be notified of the start of that activity by e-mail.

Notify manager When checked, the manager of the process will be notified of the start of that activity by e-mail.

12. Click the Delay tab

13Define the required information

Painel

Required information:

Notify person in charge

When checked, the person in charge of the activity will be notified by e-mail if it is late. 

Tolerance
Time during which the platform will wait, after the deadline for the activity expires, to start sending the e-mail notifying the person in charge, requisitioner or manager of the delay, according to the checked options.

Frequency
Time interval between the e-mails that are sent to notify the person in charge, requisitioner or manager of the delay, according to the checked options.

Expiration notification
Time prior to the expiration of the task when the e-mail will be sent to notify the person in charge, requisitioner or manager (according to the checked options) that the task is about to expire.

Notify requisitioner When checked, the requisitioner of the request will be notified by e-mail when that activity is late.

Notify manager When checked, the manager of the process will be notified by e-mail when that activity is late.

14Click the Effort tab

15Define the required information

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