Opening and Viewing Processes in your Inbox
SmarTeam - Workflow processes that are forwarded to you to perform a specific task are saved in your inbox.
To open and view processes in your inbox:
- From the Main Toolbar Quick Launch, click SmartBox
.
The SmartBox tree appears.
- Click Inbox folder to display the contents in the right pane. (The number of unread Processes is displayed in parentheses in the SmartBox Tree.)
Note: A user may be assigned to different nodes in a process. In this case, the user may receive several items in their inbox that belong to the same process.
At the top of the inbox, the number of items in the inbox and the number of unread items are presented. The following information is displayed for each process:
- The level of importance of a process
- The current status of a process
- The time allocated to a process
- The pending status
- Subject/Process - The process ID. Click on this link to display the process details.
- Body/Node - The node at which the process is currently located.
- From - The node that sent the process
- Created - The date on which the process was first created
- Received - The date on which the process was received in your folder
- Working Time - The length of time for which this process has been active
- Due Date - The date on which the process is due
- Node name - The name of the node at which the process is currently located
- Description - A description of the process.
You can sort processes listed in the Inbox by clicking on the column title.
The following operations can be performed on items in the inbox :
- Capture
- Available when a process has been sent to a number of users. Select this option to assume responsibility for tasks assigned to the node.
- Decline
- Select this option when you do not want to work on the Process. The workflow supervisor is immediately notified and can reassign the Node.
- Refresh
- Redisplay the inbox with updated items (if any exist).
- Mark as Read
- Mark the selected item in the inbox as read.
- Mark as Unread
- Mark the selected item in the inbox as unread.
- Delete
- Delete the selected item from the inbox. Deleted items are sent to the Deleted Items folder, where they can still be reviewed before you finally decide to delete them from your SmartBox. Deleted Carbon Copy (CC) items do not appear in the SmartBox deleted items box.
- Print the profile card of the process.
- Help
- Opens the related help topic
To open a process and view its information: