Process Flow

This portal is used to guide a user through the steps needed to complete a process flow. If the process flow type is configured to keep a record of a completed process flow then this portal may also be used to display the details of such record.

Refer to Understanding Process Flows for more information.

Each type of process flow is assumed to be configured with designated custom menu options that allows you to launch a new process flow of that type as well as review saved off and completed records. When reviewing existing process flow records, you are brought to a query portal with options for searching for a specific record. You may Resume a saved off but not yet finalized process flow or review a complete one.

The Process Flow zone on the portal's Main tab page assists the user in completing the process flow as well as displays the information captured on a completed process flow.