View process details

On the Tracking page, you can view the Process Details and History tabs for example of processes that are listed in your search results. You can also view the Status tab for processes that have multiple users receiving tasks in parallel where the tools for reviewing documents are enabled. You can perform the following tasks from the tabs:

Details:
View basic details about the process instance, including its creation data and status.

History:
View the tasks that are part of the process instance and the associated form, assignments, and attachments for each task.

Status:
If the Status tab is displayed, view the names of the multiple users who are part of the task, the date they completed the task by, and their comments on the task. If the task was forwarded to another user, you can view their comments as well.
  1. Select the process instance from the search results list.

  2. To view details of the tasks that are part of the process instance, click the History tab. The list of tasks for the process instance appears.

  3. To view more information about a task, perform one or more of these actions:

    • To view notes and attachment for a task, click the Attachments tab  .

    • To view the task assignment details click the Assignment tab  .

    • To view the associated form, click the form button  .

  4. If a process has multiple users receiving tasks in parallel and the tools for reviewing documents are enabled, to view details about users who are part of the task, click the Status tab.

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