Process

List View Default View Retailer View Supplier View Summary
Processes
Processes Yes Yes Yes

A list of processes categorized by Status.

The filter tiles can be used to show those at a specific status, those that are overdue, or those that you are responsible for, owner of, or associated to.

The standard set of actions are available for managing the view, and for the maintenance of Process records by users with the necessary permissions. Includes the facility for changing the status and scheduling one or more processes. Also includes the facility for running the Brief Extract data export, and for creating new processes by importing a data file.

The info panel contains basic information from the Process record.

Processes & Activities
Processes & Activities Yes Yes Yes

A list of activities grouped by their parent Process.

Provides a means of accessing activities and their processes, excluding those that are complete or cancelled.

The filter tiles can be used to show just end processes, those at a specific status, or those that you are responsible for, owner of, or associated to.

The process actions include options to view, create, copy, and delete processes. The New Parent Process option creates a new parent process; the Add Sub Process option creates a new child process within the selected parent.

The activity actions include the standard set of options for the maintenance of Activities. Includes the facility for changing the status. Also includes the facility for running the Brief Extract data export.

The info panel contains basic information from the Activity and its parent Process, in separate tabs.

All Processes & Activities
All Processes & Activities Yes Yes No

A list of all activities grouped by their parent Process.

Provides retailer Process Administrator and Process Manager users with a means of accessing all activities and their processes, including those that are complete or canceled.

The filter tiles can be used to show just end processes, those at a specific status, or those that you are responsible for, owner of, or associated to.

The process actions include options to view, create, copy, and delete processes. The New Parent Process option creates a new parent process; the Add Sub Process option creates a new child process within the selected parent.

The activity actions include the standard set of options for the maintenance of Activities. Includes the facility for changing the status. Also includes the facility for running the Brief Extract data export.

The info panel contains basic information from the Activity and its parent Process, in separate tabs.