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| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available options are: - Notify person responsible: when checked, it determines that a notification about the start of the request will be sent to the person responsible for this stage, who, in this case, is the requester themselves or the person to whom the responsibility has been transferred, if the request has returned to this stage.
- Notify manager: when checked, it determines that a notification about the start of the request will be sent to the process manager.
| Nota |
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| Regardless of the checked options, the notification is not sent to the person who performed the action. | Painel |
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A person moves the request to a stage where they themselves are responsible. Even if the Notify responsible option is checked, they will do not receive the notification, since the action was performed by themselves.
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| Painel |
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The process manager moves the request (as responsible or manager) to a stage where the Notify manager option is checked. In this case, they will do not receive the notification; only the other process managers will receive it.
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The same applies to all types of notifications, including that of a substitute. | Painel |
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If person A is the substitute for person B and moves the request to a stage where person B is responsible, person A (substitute) will is not be notified. Only person B and other substitutes for them will be are notified.
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| Informações |
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| Notifications can be sent in the Notification center or via email, depending on how the sending options were are configured in the personal profile, as well as which options are available for use in the company, which may have been configured globally – for all companies – or by company. |
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17. Click on the Deadline tab and define the information related to the completion of the initial stage of the process.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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| title | Working Hours |
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hours Working hours that will to be considered in the execution of this stage. The working hours are used in the calculations of the final deadline and delay of the stage. The working hours that exist in the Working hours resource are displayed for selection. Deadline by time
Time, in hours, within which this stage needs to be completed. These hours, along with the selected working hours, are also considered to determine the final deadline for the completion of the stage. This time starts to be counted from the moment the request reaches this stage. | Painel |
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| | Estado |
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| subtle | true |
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| title | CALCULATION EXAMPLE |
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→ The selected working hours are configured as: Monday to Friday from 8:00 AM to 6:00 PM.
→ The time for completion of the stage is 1 hour. → The request reached this stage at 5:30 PM on a Tuesday. → Therefore, the final deadline for completion of the stage will be Wednesday at 8:30 AM. After 8:30 AM, the stage will be considered delayed. |
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18. Click on Save draft – located on the right side of the top bar – to save the settings made in the Start component.
19. In the displayed message, click on Ok, I understand.
Configuring rules for attachments
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01. In the process diagram, click on the Start component 
for which you want to configure the rules for the attachments of the requests.
02. In the General tab, click on Attachment settings – located at the bottom – to define the rules for the necessary attachments in the initial stage of the process, ; that is, the opening of the request.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The rules for attachments are not mandatoryrequired. When not defined, it is allowed to set, you can leave the stage without attachments or to add any type and any number of attachments, as no validation is performed. | Dica |
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| Click here to understand how attachment rules work before configuring them. |
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| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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Prohibit attachments
When activated, it determines that no files are allowed to be attached the user is not allowed attach files in this step. |
04. If the step will allow attachments, click on 
Add attachment rule in the activity to define the rule.
05. In General rule, choose how the attachment should be by selecting a condition and specifying a quantity, if the condition allows.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available conditions are: - equal to;
- greater than;
- greater than or equal to;
- less than;
- less than or equal to;
- any.
| Estado |
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| subtle | true |
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| title | CLICK HERE AND SEE SOME EXAMPLES |
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| Cloak |
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| | #ebecf0 → The attachment must be greater than or equal to 2. This means that it is mandatory to attach you are required to attach at least two attachments – you can add more – in this stage. → The attachment must be less than 4. This means that it is allowed to you can add up to three attachments in this stage or leave it without an attachment. → The attachment must be any. This means that it is allowed to you can add any type and quantity of attachment in this stage or leave it without an attachment. Tip!See Click here to see more examples of using general rules by clicking herehow to use the specific rules. |
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06. If desired, click on Add specific rule to determine some required characteristics for the attachment.
07. Choose the characteristic of the attachment to compose the specific rule.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available conditions are: - the extension;
- the file name;
- the name and the extension;
- advanced condition: when selected, it is necessary you need to create the rule from an expression that uses the characters * (asterisk), | (pipe), and ! (exclamation). More Find more details about this option can be obtained in step 10.
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08. Now, choose the condition that this characteristic needs to meet.
| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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The available conditions are: - equal to;
- different from;
- containing.
If the selected condition is containing, it is you can still possible to choose: |
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| Painel |
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| borderColor | #f2f2f2 |
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| bgColor | #f2f2f2 |
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| Estado |
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| subtle | true |
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| title | CLICK HERE AND SEE SOME EXAMPLES |
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| Cloak |
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| | #ebecf0 → The attachment must be any with the extension equal to .zip. This means that it is mandatory you are required to add any attachment that has the .zip extension. → The attachment must be greater than or equal to 0 with the extension equal to .log. This means that it is allowed to you can add one or more attachments with the .log extension or leave the step without attachments. → The attachment must be equal to 1 with the name and extension containing the term boleto at the beginning and the term .pdf at the end. This means that it is mandatory you are required to add an attachment that has the term boleto at the beginning of its name and that is a PDF document Tip!See Click here to see more examples of using how to use the specific rules by clicking here. |
To remove the selected conditions for the specific rule, click on Remove  – located at the end of the rule composition. |
10. If the option selected option for the specific rule is advanced condition, it is possible to you can define the rule using an expression that can contain the characters * (asterisk), | (pipe), and ! (exclamation). | Âncora |
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| condição-avançada-10 |
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| condição-avançada-10 |
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