Completing Process Steps
In the Due Date Processes screen you can either complete active steps individually, or complete all of the steps in a process up to a given step using Complete to Here.
To complete an individual active step:
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Right-click that step and select Complete.
If the user has the required privileges, a Completion Dates dialogue is displayed, allowing the specification of the Completed date, which can be any date up to one month earlier than or equal to the current date.
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Click OK.
When the step is completed, a confirmation message to that effect is displayed:
Succeeding steps may then become Active.
- Click OK to close the message dialogue.
To complete all steps on a process, up to and including a selected step:
- Select the appropriate step.
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Right-click and select Complete to Here.
Available on any inactive or uncompleted step only if the process is not on hold.
If the user has the required privileges, a Completion Dates dialogue is displayed, as illustrated above, allowing the specification of the Completed date, which can be any date up to one month earlier than or equal to the current date.
You may also be prompted to enter Process Completion Details. This is optional.
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Click OK.
The application attempts to complete all steps up to and including the step selected. Privileges are validated for each of those steps, so the user must have the required privileges or be the Staff assigned to complete each step. Failure of any step to complete will halt processing at that point, and the entire completion process is rolled back
When the step is completed, a confirmation message to that effect is displayed.
- Click OK to close the message dialogue.