Inbox

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Inbox

Overview

Inbox menu is designed to present all allocated activities and facilitate accessing pending tasks. The Inbox is composed of different areas that will help you perform, manage and control your Processes.

 

If the logged in user has not been defined as a Stakeholder, his/her default view will be the Inbox. Only users that have been defined as Stakeholders will have access to Me menu. As soon as a user is associated to a stakeholder definition, the Me menu will become his/her default view.

 

The main screen is divided into three sections: Main Menu, Case Area and Work Area

 

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All allocated cases will appear in the Inbox  and by default present the following information.

This information can be customized according to your needs. For further information please refer to customize and parametrize columns.

 

Creation Number

Case Identifier.

Path

Application and category to which a case belongs.

Process/Plan

Process to which the current Activity belongs. If the Activity is part of a Plan, the Plan name will be used.

Creation Date

Creation date of the current Activity.

Solution Date

Solution date of the current Activity.

Expiration Date

Expiration date of the current Activity based on the expected Activity duration.

Task State

The task states are designated using three colors and is determined by the elapsed time taken from the moment the Activity was created coupled with the duration time defined for the task.

 

WorkPortal4Green: indicates the Activity is on time.

WorkPortal6 Yellow: indicates the Activity is at risk. A task is considered at risk when the remaining time before expiring is equal to or less than the defined in the Risk signal property of processes. By default the risk signal is 24 hours.

WorkPortal5 Red: indicates the Activity has expired and is overdue.

 

The Inbox can be displayed in two different views: Details and Grid. You can change the them at any time by selecting the view icon located below the Logout option.

 

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Grid View

The Grid view displays the main information of the Inbox in a table. Each row of the table is a pending case. You can click on View Summary to obtain further information about a particular case, without actually accessing the case.

 

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To access and work on an case, click on the State link or the Case Number link.

 

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You can mark a case as Favorite by clicking the Star icon in the uttermost left column of the relevant case.

 

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You can access the graphic query by clicking the graphic image alongside the star icon. In this screen you can view the path followed by the case through the Process in a graphical way.

 

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To see more Activities, view any of the web pages by clicking the page numbers on the bottom of the screen.

 

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Details View

In the Details view you can see detailed information about a particular case. You can navigate the pending cases at the left of the screen. Click a case to display the Summary information and the Assignees log of the selected case on the screen at the right.

 

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To access any of the Activities, select Work on it.

 

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To mark a case as Favorite, click the Star icon on the upper left of the case navigation panel.

 

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To see the case graphic query, click the graphic image located in the upper left of Summary Information panel. Please note this option is not available for Plans.

 

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To see more Activities, move through the pages by clicking the page numbers on the bottom of the screen.

 

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In the Grid view each row of the table is a pending case. You can work on a pending Activity by clicking the access link in the Activity column of the case.

 

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In the Details view you can see detailed information about a particular case. You can navigate the pending cases at the left of the screen. In this view you can work on a pending Activity by selecting the Work on it button of the selected case.

 

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