Team members are assigned to a Role by clicking on any cell in the Team Member column and selecting a team member from a dropdown list.
Figure 10: Select Team Member from dropdown list
The process status panel provides information about the status of the process flow definition.
Figure 11: A "Disabled" Process Status Panel
When a process flow definition status is “Disabled” no action can be taken on any existing requests of this process flow, and no new requests may be added. The process flow can be taken “offline” manually by clicking the “Disable” button in the toolbar. A process flow will also be disabled by the system if the process flow’s defined logic is not valid.
Potential reasons for a process being disabled are:
|No steps defined||RACI Matrix tab, steps are missing|
|No roles defined||RACI Matrix tab, roles are missing|
|Step(s) missing approver||RACI Matrix tab, Approver is not set up for a step|
|No initiators defined||Initiators tab, empty list of initiators.|
|Approver not assigned||RACI Matrix tab, missing person for Approver cell|
|Responsible not assigned||RACI Matrix tab, missing person for Responsible cell|
|Consultant not assigned||RACI Matrix tab, missing person for Consultant cell|
If all conditions are satisified the Logic Valid field is set to Yes, the process becomes enabled and can be used in processing requests.
If you would like print the Process Flow, click the “Open Report” option in the forms’ toolbar.
Figure 12: Select the Open Report button
Figure 13: Report Opened in a new tab