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Process Reference  
Process Administrator
Getting started
Searching
Managing work items
  Lock work
  Unlock work
  Open work
  Edit workflow fields
  Manage trackers
  Manage workflow groups
  Assign/reassign work
  Complete work
  Delete work
  Terminate work
  Unlock work by users/queue
  Change a user's Out of Office settings
Events & statistics
Troubleshooting
   

Open work

From the results pane, you can open any work item in its associated step processor or in Tracker.

From Tracker, you can view the status of or make changes to a workflow that is currently in progress. From the step processor, you can view the work details or complete work on behalf of another participant. Alternately, to complete work you can use the Complete Work option on the Task menu.

Process Administrator saves any changes and unlocks the workflow or work item before opening it.

NOTE If you make changes to the workflow or work item while it is open in Tracker or a step processor, you must click Refresh on the toolbar to view your changes or update the lock status of the work item in Process Administrator.

Usage summary

In Look for, enter:

Workflows or work items

Set search mode to:

Read-only or edit

Select multiple rows?

No

Requires prior lock?

No

Retains lock status when done?

Yes

To open a workflow or work item

  1. In the results pane, select the row of the workflow or work item you want to view.
  2. Click Open Tracker or Open Step Processor on the toolbar.

    If you search for... by selecting... the work item opens in...

    workflows

    Look for: Workflows

    Tracker

    Tracker work items

    Look for: Work items
    Look in: User queues
    Select one: Tracker

    Tracker

    non-Tracker work items

    Look for: Work items
    Select one: anything except Tracker

    the corresponding step processor

  3. For further information about viewing or modifying the work, see the online help for Process Tracker, or the online help for your web interface:
    • Tasks (Workplace)
    • Personal Work Manager (FileNet Web Services Client)
    • Process page (Open Client)

Complete work