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This guide will provide the user with the role process owner with the necessary information and tools implemented in the system to manage the respective processes.
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Click on the button 'Automate' in the Side-menu and select the option 'My process instances'.
Select the menu item 'All started process instances'. All started and not archived process instances of all process definitions the current user is responsible for are listed. The process instances appear in the list, descending on their start date. For more information about how to filter and sort process instance, please regard chapter Filter, sorting and customize viewscolumn configuration.
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View all archived process instances
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Click on the button 'Automate' in the Side-menu and select the option 'My process instances'.
Select the menu item 'Archived process instances'. All archived process instances of all process definitions the current user is responsible for are listed. The process instances appear in the list, descending on their start date. For more information about how to filter and sort process instance, please regard chapter Filter, sorting and customize viewscolumn configuration.
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View all open process instances by process definition name
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Click on the button 'Automate' in the Side-menu and select the option 'My process instances'.
All process definition names for which the current user is responsible for are listed as a separate menu item. Select one specific process definition for viewing all process instances which are not archived. The process instances appear in the list, descending on their start date. For more information about how to filter and sort process instance, please regard chapter Filter, sorting and customize viewscolumn configuration.
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Graphical view of all open instances by process definition name
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Click on the button 'Automate' in the Side-menu and select the option 'My process instances'.
Select the menu item 'All started process instances' or 'Started process instances'. The process instances appear in the list, descending on their start date. For more information about how to filter and sort process instance, please regard chapter Filter, sorting and customize viewscolumn configuration.
Select the process definition, which should be archived by activating the checkbox. Above the process instance list, the button for archiving process instances appears in a green line. On the right side, all process information is displayed. A short message confirms archiving. The archived process instance is now deleted from the list and can be found in the menu item 'Archived process instances'.
By activating more than one checkbox, multiple process instances could be archived.
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