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Steps

The Steps option displays all Dynaforms, Output and Input Documents assigned to the current task, allowing each document easy access.

The Steps option is available when starting a case from the New Case option or when opening the case from the Inbox, Draft, Review or Reassign trays.

Note: Take into account the following:

  • To access a case from the previously mentioned trays, the user must be assigned to the case.
  • Cases in the Review tray have the Steps option displaying only Dynaforms assigned to the supervisor. For more information about the Review tray, see Process Supervisor.
  • Cases in the Reassign tray displays the Steps option if the case is assigned to the supervisor. For more information about the Reassign tray, see Process Supervisor.

Assigning Tasks

When all steps in a task have been completed, the case is ready to be routed to the next task. At this point, a new window displays information about the next task.

Where:

  • Next Task: Task name where the case will be routed to.
  • Employee: Name of the user who will be in charge of executing the task.

If for some reason there is no user assigned to the next task, the Error: The task doesn’t have any users. message displays.