Managing a Process

Follow

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:

  1. Navigate to the desired member (or employer) or service record.
  2. Select the Processes tab .
  3. Select the  icon to launch the process popup.
  4. Edit the desired items (each process contains four tabs: Process Detail, Tasks, History and Feed).
  5. Click Save.
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.