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Process manager

Execute process step

After you have started the process, this icon Prozessmanager Symbol is displayed as soon as a process step is due for your user. This signals to you that a process is running and a process step must be performed by you. A click on this icon takes you to the list view of running processes

Here you can see the actions you need to perform.

  • The position of the step is displayed, as is the total number of steps in the process.
  • Which process is currently running.
  • Which action is to be carried out.
  • Which customer and which property are linked to this process.

To be able to edit the corresponding action, double-click on it. The corresponding mask opens and you can use it to perform the action. As soon as this action is completed, the next process step starts automatically. When a process is finished, the exclamation mark disappears in the process manager icon.

The process controller can view the upcoming process steps of the individual employees or group members in the list of running processes. To do this, the user must select the corresponding user or group in the selection box. The authorization for the process controller is assigned in the user settings.