Once you’ve started a new process for a member or employer, you'll want to manage that process and its tasks through to completion.
To view and manage an existing process:
- Navigate to the desired member (or employer) or service record.
- Select the Processes & Tasks tab .
- Select the icon to launch the process popup.
- Edit the desired items (each process contains four tabs: Process Detail, Tasks, History and Feed).
- Click Save.