AX1510

Viewing process routing details for a plan file

Using the Process Routing page, you can view the current process status and details for a particular plan file and open that plan file. If you are the current step owner, you can also complete the task from this page.

You can access the Process Routing page as follows:

• By clicking on a plan file name in the Process Summary component. The Process Summary component may be included on your home page (or a similar landing page). It displays information such as your total current tasks and your total new tasks.

• By clicking on a plan file name in the Process Tasks page.

• By clicking on a hyperlink in the Process Directory page. This page is configurable. The hyperlinks may be present on any column in this page.

• Additionally, your system may have been designed to include links to this page within other forms that you have access to.

NOTE: This page is only available to users if the process has been configured to show it, using the option Make routing page visible to anyone with read access to the plan file in the process definition. If the built-in links to this page are not available, or if a permissions error occurs when you try to access the page directly via a URL, then this option has been disabled for the process.

Example Process Routing page

Any user who can access the plan file can access this page, but only the current step owner can complete the task. If you are not the current step owner, then the action button(s) at the top are grayed out.

In this page, you can see the following information:

• The top of the page displays the current step of the plan file, as well as the next step in the progression. If the current step is an approval step, then the prior step is also shown because the plan file may be rejected back to it.

• The All Steps tab shows the plan file's status in the full step progression. You can see which steps have been completed or skipped, the current step, and future steps.

• The All Process Activity tab shows the complete process details for the plan file, including activities such as step activation and completion, task regeneration, and comments made when completing tasks.

To open the plan file from this page, click the open plan file link in the top right-hand corner of the page. The name of this link can be customized.

Completing the process task

If you are the current step owner, then you can complete the process task for the plan file by clicking the appropriate action buttons at the top of the page:

• If the current step is an Edit Plan File step, then click Submit to submit the plan file to the next step.

• If the current step is an Approval step, then click Approve to approve the plan file and move it to the next step, or click Reject to reject the plan file and return it to the prior step.

Clicking any of these actions opens the task completion dialog. In this dialog, you can optionally enter a comment to be stored in the process history and sent to the next step owner.

Some approval steps may also provide the option to abort the process for the plan file, meaning that the plan file is stopped in the process and does not progress any further. By default, this action is called Deny request, but the text may be customized. If available, this option is presented underneath the current step, as shown in the following example:

Example deny option for approval steps

If you choose to deny the request and abort the plan file in the process, the plan file is effectively removed from the process. You will be given the opportunity to enter an optional comment to explain the denial.

NOTE: The denial action cannot be reversed. Once a plan file has been aborted in the process, only a process administrator can restart it if necessary.

Viewing plan file information

If the process is configured to show plan file information on the Process Routing page, then the Information panel is automatically opened and pinned when you access the page. This panel shows details about the plan file, which may be useful in determining whether you are ready to complete the process task. The panel may also include a link to open the plan file.

You can toggle this panel open and closed by clicking the Information icon .

Example information panel

The message stream for the plan file is also available from this page, so that you can view and add comments about the plan file. Click the Message icon to open the Message Stream panel. For more information on the message stream, see Commenting on form documents.