Job Processes, Process History and Process History Checklist

Processes

The Processes tab lists any Automations and Custom Processes that have been set up to run manually and that can be run for a selected client. 

The process is run in the same way as from the Client - Processes tab (refer to Client Processes and Process History and  Custom Processes). When prompted to select the Job to file any documents created by the process, the currently selected Job displays as default.

Process History

The Process History tab is an automatic log of any automation Processes that have run for the job, with the Status as "Success", "Error" or "Progress".

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By default, the Process History tab will be filtered to show only processes with a Started date within the past 7 days. 

To increase the date range, hover over the Started heading and click the List icon.

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The Filters option is initially displayed. Use the fields to update the date range relative to the current date or click Clear to remove the filter.

When an entry is selected in the History, a Toolbar will appear at the top of the screen. Depending on the status of the automation, the Toolbar will display buttons for Stop, Run again, Retry, and Activity Link functions.

Right-click on a process to display the toolbar as a pop-up menu. An additional Open in new tab option is displayed if right-clicking on the Job.

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Process History Checklist

In the Process History list, click an entry to open the Process History Checklist for that process. This shows a summary of the steps in the process and shows the Status of each step.

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From the Process History Checklist, clicking on an item opens the drawer to give you access to what the process created. You can also access any Tasks created by the process, for example, if you need to mark a blocking Task as "Completed" so that a process will finish.

When there is a Task that is blocking the Process, an icon of a tram with an alert symbol is displayed in the Process History Checklist.

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If needed, you can stop a process that is in Progress from the Process History Checklist.

Automatic Refresh and Setting the Refresh Rate

Process History Checklist automatically refreshes. By default this is every 5 seconds. If any Tasks are set as "Completed" from the Checklist, this is automatically refreshed. If the Task has been set as a "blocking" Task, when the Task is set as "Completed", once the automatic Refresh has run the process will automatically continue.

The Checklist displays a countdown to the next refresh displays.

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You can change the time interval for the automatic Refresh from the drop-down next to the countdown. Any changes to the time interval are only applicable while the current Checklist is open. 

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When the automatic Refresh is "Off" the Checklist can be manually refreshed.

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Using the Process History Checklist

The Process History Checklist is used in the same was as on the Client - Process History tab. Refer to Process History Checklist in Client Process History Checklist.

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