AX1512

Using plan file processes in the Web Client

Plan files in a file group can be part of a defined planning process, which is a set of steps for plan files to progress through during a planning cycle. For example, you may have a basic process with two stages: one for managers to develop the plans, and one for the Finance department to review and approve them. Or you may have a multi-step plan which includes several passes of plan development, and multiple levels of review.

For each defined step of the process, each plan file has a designated owner. When the plan file is in a step, that owner has a plan file "task" to perform one of the following actions:

  • Edit the plan file and then submit it to the next step.

    OR

  • Review the plan file and then approve it or reject it.

If you are assigned a plan file process task, it is your responsibility to complete the task by the specified due date. Using the Web Client, you can view and complete your current process tasks, and you can view the progression of your plan files in the process.

In most cases, your home page (or a similar landing page) will contain information on your current process tasks, for a particular process. This process summary is customizable, but looks similar to the following:

There are various ways that you can complete your current process tasks:

  • Depending on how your plan files are designed, you may be able to complete the current task for a plan file by using a button within that plan file.
  • You can go to the Process Directory page, which displays the process status of all plan files that you have access to in a particular process. You can also complete tasks using this page. Clicking the number links in the process summary will take you to this page.
  • You can go to the Process Routing page for a particular plan file, which displays information about the plan file's progression through the process. If you are the current task owner, then you can also complete the task from this page. Clicking the plan file links in the process summary will take you to this page.

AX1512