Active Process Report

The Active Process Report shows all processes currently running in your organization.

To access the Active Processes report, do the following:

1. Log in to your account

2. Click Active Processes in the left hand Navigation Menu

Information on the page

• Process Name - The name of the process that is active

• Process Fields - The process fields of the active process

• Assigned Person - The user that the currently pending task is assigned to

• Assigned Group - The user group of the user that the currently pending task is assigned to

• Pending Task - The task description of the pending task within the process

• Pending Tags - The tag assigned to the pending task within the process

• % Complete - The completion percentage for the current process

• Process Group - The process group that this process is a part of

• Updated On - The date the process was last updated

• Started Date - The date the process was started

Navigation on the page

1. Checkbox - Clicking this icon allows you to select this process. Once selected, an action can be performed on it.

2. Navigation button - Clicking this icon will bring up the Current Task, Process Diagram, Calendar, Heat Map, Process Table, and Process Fields options for this process.

3. Plus button - Clicking this icon will take you to the Start a Process page.

4. Refresh button - Clicking this icon will refresh the page.

5. Filter button - Clicking this icon will toggle the search filters for all columns on the page.

6. Column button - Clicking this icon will allow you to control what columns are displayed on the screen.