User manual

General symbols

This symbol stands for a help text in JobRouter.

This symbol symbolizes for a warning.

This is the symbol for an error message.

In this overview of the individual user boxes and administration tools column contents can be sorted either in an ascending or descending order.

By means of the magnifier different functions can be searched, e.g. according to users or roles

By means of this symbol instance histories can be shown. Complete instance histories will be displayed

Step status symbols

The step was sent back to you through the back button..

Another user assigned this step to you.

The step has been processed and completed.

A step you completed has been sent back to you with an information request.

Someone is waiting for your response to an information request.

The step has been saved and is reserved for you.

An error occurred during processing of the step

The step is inactive.

Form symbols

Go to the previous step or next step.

With Send you finish the step of the instance. It will be forwarded to the system. JobRouter automatically chooses the next step or steps. The instance will be forwarded accordingly. Further actions will be listed with the arrow. These will be defined in the Step Features. Possible actions are:

•End process - Finalize an instance

•Information request - You can send the step together with an information request to another user or another Job Function.

•Answer - You can answer the other user who has send you the step with an information request.

•Assign - Assign the step to another user or another Job Function.

•Back - You send the step back to the user, who handled or send it last.

•Postpone - You can postpone a step for a freely definable time. After this time the step appears in your inbox again.

•Jump to - With this function you can determine the next step directly through the select menu.

•Abort - Abort instance.

Save your entered data with Save. If the step was assigned to a Job Function it becomes temporarily unavailable for other members.

With batch processing you can handle process steps faster and easier.

You can reserve a step so that other members of your Job Function can not work on it any more.

When tracking is active you can follow a step's processing under the box Tracking, but you can no longer work on it.

Determine with which priority (high, medium or low) the step will be send.

You can add comments to a step.

With this symbol you can add an attachment to your form.

You can see the data you have inserted into the form with this symbol.

Click on this symbol to delete form attachments.

With this symbol you can add a row to a form subtable.

This symbol deletes a row from a subtable.

With this symbol you can copy a row of a subtable.

Click on this symbol to close a form.

Process symbols

In the process management, in the context menu of a process you open the JobRouter designer with this symbol.

In the process management this symbol indicates that this is a read-only process. You can't open the JobRouter designer of the process.

In the process management, in the context menu of a process you can open a dialog with this symbol to create or edit process owners, process functions and their rights for a process.