Completing work on process instances in the Processes dashboard

You start process instances from the Launch section in the navigation pane. Depending on the type of process, work continues automatically from one task to the next, or documents and activities are completed for the work to be completed.

The Processes dashboard displays lists of active and completed process instances. You can enter search filters to reduce the number of process instances in the list. To see more information about an instance, click the instance name.

The process instance user interface in Process Portal can contain the following sections. If another interface was specified for the process when it was configured, the process instance page that you see might contain different sections.
Table 1. Sections in the process instance page
Section Description
Data Shows the business data for the instance. In the ready-to-use interface, you cannot update the data that is shown here.
Documents Displays a list of documents and folders that are associated with the process instance. From here you can view, add, or delete folders, check documents in and out, and view, add, or delete documents.
Attention: Some process instances do not have a Documents section.
Tasks Displays a list of the tasks that belong to the process instance that are either open or completed. Authorized users can work on a task by clicking a task name.
Instance summary Provides a summary of the progress of the process instance. The section contains the following information:
  • The status and progress of the instance. If you are a member of the administrators group, you can take the following actions:
    • Change the due date of the instance
    • If a due date is not set for the instance, assign a date
    • Remove the due date so that the instance is always on track
  • The stream events. You can add both new comments to the stream and append comments to existing ones. Depending on the type of instance, you can also add documents to the stream.
Activities Displays process instance activities that are scheduled, in progress, or completed.
Attention: Some process instances do not have activities. In that situation, the activities list is empty.

For more information about working with activities, see Working on activities in Process Portal.

The contents of the process instance page are refreshed automatically after a certain length of time. You can also use the Refresh icon to get the latest updates.