Viewing the Process Summary

The Process Summary view provides details of a process like process history, attached notes and documents.

Process Summary View
Figure: Process Summary View

Per default, subprocess details are collapsed and details on notes and attached documents are hidden. To expand every details, click the Expand All icon in the toolbar. To collapse all details, click the Collapse All icon in the toolbar.

Viewing Process History Details

The process history table displays details about all involved activities, their status, start and end time.

Process History
Figure: Process History

Viewing Subprocess Details

To view details on a specific subprocesses, click the Expand icon for this subprocess in the vertical ruler on the left side.

Expanded Subprocess Details
Figure: Expanded Subprocess Details

If you like to hide the subprocess details, click the Collapse icon for the according subprocess in the vertical ruler on the left side.

Viewing Notes and Documents

To open details on attached notes and documents, click the process name on the top of the table.

Viewing Notes

The notes table displays all notes attached to the process with details on the role who created the note and the creation date.

Notes Table
Figure: Notes Table

To toggle between showing and hiding notes, click the Hides Notes or Show Notes icon in the toolbar accordingly.

Viewing Documents

The documents table displays all documents attached to the process with details on the role who uploaded or created the document and its uploading / creation date.

Document Table
Figure: Document Table

To toggle between showing and hiding documents, click the Hides Documents or Show Documents icon in the toolbar accordingly.

To view or edit a document in the appropriate document viewer, click its name in the table. Please refer to chapter Viewing and Editing Documents for details on viewing and editing documents.

Viewing Checklists

Refreshing the View

Click the Refresh Refresh icon in the toolbar to refresh the view.