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Executing a process request

Gear icon that leads to the configure request type step, where the requirement settings are configured.
Curved arrow icon that leads to the issue request step, where the user starts the order process.
Circle icon with an opening at the top that leads to the Track request step, where the user can monitor the status of a request.
Checkmark icon that leads to the execute request step, where the request is processed.
Check mark icon that leads to the finish request step, where the request is finished.

Prerequisites

  • SoftExpert Process as part of the solutions acquired by your organization.
  • User defined as responsible for executing the request.
  • Previously issued process request.

 

Introduction

Once a process request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:

SoftExpert Process

Object type Operation Request execution
Process Creation The Request execution task will be sent to the responsible party for them to create the requested process.
Revision
The Revision request execution task will be sent to the responsible party for them to revise the requested process.

 

Executing a creation request

1. Access the My tasks > Process > Request execution menu.

2. Select the creation request task you wish to execute.

3. Expand the Add icon button and choose whether you wish to create a BPMN process, a macro-process, or a flowchart.

4. Enter the following data, based on the selected option.

5. Save the final record.

User following the steps described above to execute an interview task in SoftExpert Suite.

Click here to learn how to create a process from scratch.

 

 

Executing a revision request

1. Access the My tasks > Process > Revision request execution menu.

2. Select the revision request task you wish to execute.

3. Click on the Confirm icon toolbar button.

4. Click on OK when the system asks whether you wish to create a new revision for the process.

5. Make the desired changes.

6. Click on Accept revision.

User following the steps described above to execute an interview action in SoftExpert Suite.

Click here for more details about the execution of a revision.

 

 

Conclusion

Once the execution is completed, the next step is to close the request.


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