Workflow

To Set Display Settings of Workflow

When you press the link of Display Settings in Settings menu, Display Settings screen is displayed.

Choose how many items are displayed per page.
Choose whether to display a warning stagnant application.
If you choose "Yes", enter number of days remaining until the warning display.
When the number of days remaining is less than the days you entered, Elapsed filed is displayed in red.

When the entry is complete, press "Update" button to save the data.

To Set Workflow Steps

When you press the link of Personal Setting > Application Settings > Workflow Steps Settings in Settings menu, Workflow Steps Settings screen is displayed.
You can add, edit, and delete workflow steps which are used when creating applications.

Add workflow steps.
Change the display order of workflow steps you selected.
Choose evacuation routes on the list and then press "Change Display Order" button to switch the screen mode to Change Display Order mode.
In Change Display Order mode, choose the destination of the workflow steps. You can move more than one workflow step at one time.
* Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
Delete workflow steps.
Select workflow steps you want to delete and press this button to delete them. You can select more than one workflow step.
The list of workflow steps is displayed.
When you press a link of Workflow Steps, Edit Workflow Steps screen is displayed.

To Add Workflow Steps

When you press "Add Workflow Steps" in the list of workflow steps screen, Add Workflow Steps screen is displayed.

Enter a name of the workflow steps.
Set workflow steps.
Workflow steps can be combination of users, groups, roles, approval groups, belonging group hierarchies.
Please refer to To Create Workflow Step in the user's manual for creating workflow steps.

When the entry is complete, press "Add" button to save the data.

To Edit Workflow Steps

When you press a link of Workflow Steps, Edit Workflow Steps screen is displayed.

When changes are complete, press "Update" button to save the data.

To Delete Workflow Steps

When you press "Delete" button file in the list of workflow steps or Edit Workflow Steps screen, a confirmation window is displayed.
When you press "Yes" button, the workflow steps are deleted. The workflows are permanently deleted and cannot be recovered. Please take note.

To Set Application Forms

When you press the link of Personal Setting > Application Settings > Application Form Settings in Settings menu, Application Form Settings screen is displayed.
You can add, edit, and delete application forms consisting of title, form, workflow steps.

Add an application form.
Change the display order of application forms you selected.
Choose application forms on the list and then press "Change Display Order" button to switch the screen mode to Change Display Order mode.
In Change Display Order mode, choose the destination of the application forms. You can move more than one application form at one time.
* Press and hold down the mouse button over the data you want to move and move the mouse and release the mouse button on desired place to change the display order.
Delete application forms.
Select application forms you want to delete and press this button to delete them. You can select more than one application form.
The list of application forms is displayed.
When you press a link of Application Form Name, Edit Application Form screen is displayed.

To Add Application Form

When you press "Add Application Form" button in the list of application forms, Add Application Form screen is displayed.

Enter a name of the application form.
Switch between Application Form and Workflow Steps view.
Edit the form.
You can edit the form using any combination of controls such as text, check boxes, and radio buttons
(Please refer to the explanation of Form Settings for more details)

- Workflow Steps View

Choose workflow steps to copy the settings.
When you press "Select" button, Select Steps window is displayed.
Set the workflow steps.
Workflow steps can be combination of users, groups, roles, approval groups, belonging group hierarchies.
Please refer to To Create Workflow Step in user's manual for creating workflow steps.

When the entry is complete, press "Add" button to save the data.

To Edit Application Form

When you press a link of Application Form Name, Edit Application Form screen is displayed.

When changes are complete, press "Update" button to save the data.

To Delete Application Forms

When you press "Delete" button on the list of application forms or Edit Application Form screen, a confirmation window is displayed.
When you press "Yes" button, the application forms are deleted. The applications are permanently deleted and cannot be recovered. Please take note.

To Add Form from File (Import)

When you press the link of Personal Setting > Application Settings > Import Form in Settings menu, Import Form screen is displayed.
You can add a form by importing a file.

Enter a name of the application form.
Choose a file.
Choose a character encoding and delimiter of the file.
Press Change Settings link to change the character encoding and delimiter options.

After all entries are completed, when you press "Import" button, importing a form is started.

To Save Form to File (Export)

When you press the link of Personal Setting > Application Settings > Export Form in Settings menu, Export Form screen is displayed.
You can save a form to a file.

When you choose a form and press "Export" button, exporting the form is started.
Choose a character encoding to be used in the file.
Press Change Settings link to change the character encoding and delimiter options.
The list of application forms is displayed.
When you press a link of Application Form Name, preview window for the form is displayed.

To Set Absence Assistant

When you press the link of Absence Assistant Settings in Settings menu, Absence Assistant Settings screen is displayed.
You can set the absence assistant function if you are absence and cannot check applications.

Choose the process when you absence.
- No Assistant ... Nothing to do.
- Delegate the Approval to Other User ... The delegated user can approve applications coming to you.
- Approve Automatically ... Applications coming to you will be approved automatically.
  
  * If you are set as an approver in a group, a role, or a group hierarchy, automatic approving will not be executed.

- Delegate the Approval to Other User

From
Specify a start date of the absence assistant.
To
Specify an end date of the absence assistant.
Select a user you want to delegate.
When you press "Select" button, User Selection window is displayed.
(Please refer to the explanation of the user/group/role selection in the user's manual for the user selection window.)

- Approve Automatically

From
Specify a start date of the absence assistant.
To
Specify an end date of the absence assistant.