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Check processes or objects

If a process or object in their area of responsibility is ready for release, the approver is notified by email. This email directly links to the Process Designer TASKBOARD.

Pending tasks are also listed on Process Designer HOME under My Tasks to show:

  • That a process release is pending,

  • Who created the process?

  • and when.

The number of currently pending tasks is also displayed in the header at the top of the screen.

Open the task in the TASKBOARD via the My Tasks sub-navigation. The Detail Content pane on the right displays detailed information about the tasks.

The following options are available:

  • Assign the decision about releasing or rejecting a process or object to another person (delegation)

  • Reject the release

  • Accept the process or object to release it.

    TASKBOARD Detail Content

Click the link in the Release information to access the process or object directly as a linked element for a detailed review.

Reject and release processes and objects

After reviewing the process (or object) for release, return to the TASKBOARD and accept or reject the item.

If the approver disagrees with the pending release, they will select Reject and enter a comment for explanation into the displayed dialog window.

The process or object's status is reset to In process, and the author is notified about the rejection via e-mail. A brief notification about the rejected process also appears in the author’s TASKBOARD under Info, and the task is no longer shown on the approver’s taskboard.

To approve the process, the approver clicks Accept.

The process now has the status Released. The status Valid is set as soon as the previously defined start of validity is reached. Previous versions of the process or object automatically receive the status Expired then.

Note

If the author has not defined the start date of validity, the status Valid is automatically set to two weeks after release.

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