Search Process

The search process function allows you to search processes that you have submitted or involved in action (e.g. approver/action taker)

1. Click on "SEARCH PROCESS" menu link.
2. Enter search criteria.
   
   
3. Click on "Search" button to perform search.
4. From display results, click on "Take Action" button for one of the process.
5. Click on "My Open Process" button to view the process details and processing status.
   • This option is only available for the processes you initiated and still in progress
   • Refer to "My Open Processes" section for more details.
   • Action will not be shown if process is closed/rejected.
6. Click on "Process Step View" button to view the process in a step-by-step view.

• Click on "Previous" or "Next" to see the flow and job status of each user steps
• Click on "View Details" in user step to view the form details - snapshot of form details as below :
  
  
7. Click on "Download Report" button to download process detail to PDF.
• All process revisions will be available in the PDF report.
  
  
8. Click on "View Template" button to view the template setting and configuration.