Process Manager

Data Manager Integration

A process without a home isn't that approachable; that's why processes are triggered and hosted by Data Manager records.

Process Statuses on Dashboard Once a process has been triggered, it will show users steps they are assigned to on the front page of the Data Manager section. In addition, a % complete indicator will be displayed for each process.

Heads-Up Display A listing of active steps for specific records will be mounted onto the top of the Data Manager view page. From there, it is possible to read specific step directions, mark steps as complete, view the process diagram, and reassign roles if the has has the appropriate permissions. A history of the completed steps will be available below the fields on the view page.