Opening work

From the results pane, you can open any work item in its associated step processor or in Process Tracker.

About this task

From Process Tracker, you can view the status of or change a workflow that is currently in progress. From the step processor, you can view the work details or complete work on behalf of another participant. Alternately, to complete work you can use the Complete Work option on the Task menu. See Complete work for more information.

Process Administrator saves any changes and unlocks the workflow or work item before opening it.
Tip: If you change the workflow or work item while it is open in Process Tracker or a step processor, you must click Refresh on the toolbar to view your changes or update the lock status of the work item in Process Administrator.
Table 1. Search criteria and value to select workflows or work items
Criteria Value
Look for Workflows or Work Items
Search mode Read-only or Edit
Select multiple rows? No
Requires prior lock? No
Retains lock status when done? Yes

Procedure

To open a workflow or work item:

  1. In the results pane, select the row of the workflow or work item you want to view.
  2. Click Open Tracker or Open Step Processor on the toolbar.
    Table 2. Search criteria and value to open workflows or work items
    If you search for... by selecting... the work item opens in...
    workflows
    • Look for: Workflows
    		 Tracker
    Tracker work items
    • Look for: Work items
    • Look in: User queues
    • Select one: Tracker
    		Tracker
    non-Tracker work items
    • Look for: Work items
    • Select one: anything except Tracker
    		the corresponding step processor