Open work

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

From Process 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. See Complete work for more information.

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 Process 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

Look for:

Workflows or Work Items

Search mode:

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 more information about viewing or modifying the work, see Help for Process Tracker, or the online help for your web interface: