Setup
Everything under the Setup button.
Top menu >> Setup >> Process group
Process Groups can be used to group processes that are being used by a department or it can be a way to...
Tue, 29 Mar, 2016 at 1:51 PM
Top menu >> Setup >> Compare templates
This page shows all processes in your subscription and compares the data such as: amount of forms, ...
Mon, 4 Apr, 2016 at 10:17 AM
Top menu >> Setup >> All processes history
This page shows you the history of processes, when they were added and modified. The blue His...
Mon, 4 Apr, 2016 at 10:27 AM
Add folders to a process to keep you files organized. For example, if you are tracking occupational health & safety incidents, you may want to setup fol...
Mon, 6 Jul, 2015 at 2:46 PM
When a new Process is added, its initial state is referred to as Active. In an Active state, users whose Role or Staff Group have permission can use the Pro...
Fri, 6 Oct, 2023 at 10:50 AM
When a new Process is added, its initial state is referred to as Active. In an Active state, users whose Role or Staff Group have permission can use it acco...
Fri, 26 Aug, 2022 at 4:56 PM
For whatever reason you may have for deleting a Process, you can do so by clicking Delete. However, you will not be able to remove a Process if the p...
Fri, 26 Aug, 2022 at 5:11 PM