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4.2.3-process-tracking

4.2.3 Process Tracking​

"Process Tracking" displays all tasks the user is currently tracking, divided into "All," "Pending Approval," "Rejected," "Completed," and "Abandoned" tabs.

Tracking Categories​

TabDescription
AllAll tracked processes
Pending ApprovalProcesses awaiting action
RejectedProcesses that were rejected
CompletedSuccessfully finished processes
AbandonedTerminated processes
Process Tracking Interface

Figure 4.2–6 Process Tracking Page

  • Pending: Shows tracked processes with a "Pending" status.
  • Rejected: Shows tracked processes with a "Rejected" status.
  • Completed: Shows tracked processes with a "Completed" status.
  • Abandoned: Shows tracked processes with an "Abandoned" status.
  • The search box supports exact and fuzzy searches by process document title and application number.
  • The view can be switched to a card layout.
  • Quick actions for Urge and Cancel Tracking are available.
  • Processes can be tracked from the " Completed" list or from within a process instance itself. a) Track Whole Process: Equivalent to tracking all nodes and being notified upon process completion or abandonion. b) Track Specific Nodes: Choose specific Drafting Nodes, Approval Nodes, Signature Nodes, or Voting Nodes to track. You can also opt to be notified when the process is completed or abandoned. When a tracked node is actioned (e.g., Jacky submits and approves instance A with the comment "Agree"), the tracker receives a notification: "[Process Tracking Update] Instance A: Jacky - Approve "Agree."
Instance Tracking Interface

Figure 4.2–7 Process Tracking in the Instance