corrad-bp/docs/process-execution/USER_GUIDE.md

Process Execution - User Guide

Introduction

The Process Execution module is the end-user interface of Corrad ProcessMaker, allowing users to interact with workflow processes that have been designed in the Process Builder. This module enables users to:

• Start new process instances
• View and complete assigned tasks
• Track the status and history of process instances
• Access process-related information and context

This guide provides a comprehensive overview of how to use the Process Execution module effectively.

Getting Started

Access the Process Execution module by navigating to the "Process Execution" section in the main navigation menu. This section contains the following pages:

• Execution Dashboard - Overview of processes and tasks
• New Case - Start new process instances
• Task Inbox - View and manage assigned tasks
• Case History - View historical process instances

Execution Dashboard

The Execution Dashboard provides a high-level overview of your process-related activities.

Dashboard Components

1. Statistics Cards

   • Pending Tasks - Number of tasks awaiting your action
   • Active Cases - Number of process instances currently running
   • Completed Cases - Number of process instances that have completed
   • Overdue Tasks - Number of tasks that have passed their due date

2. Recent Tasks

   • Displays a list of your most recent tasks
   • Shows task name, associated process, due date, and status
   • Click on the "Open" button to go directly to the task
   • Click on "View All Tasks" to navigate to the Task Inbox

3. Recent Processes

   • Displays a list of recently started processes
   • Shows process name, start date, and current status
   • Click on "View" to see detailed information about the process
   • Click on "View All Processes" to navigate to the Case History

Starting a New Case

To initiate a new process instance, navigate to the "New Case" page from the Process Execution section.

Steps to Start a New Case

1. Browse Available Processes

   • All available processes are displayed as cards
   • Each card shows the process name, description, category, average duration, and number of steps
   • Processes are color-coded by category

2. Filter and Search

   • Use the search box to find a specific process by name or description
   • Use the category dropdown to filter processes by department (HR, Finance, Operations, etc.)

3. Start a Process

   • Click the "Start Process" button on the desired process card
   • You will be directed to the first form or task in the process
   • Complete the form and submit to continue the process

Managing Tasks in the Inbox

The Task Inbox displays all tasks assigned to you that require your action.

Task Inbox Features

1. Filtering and Searching

   • Search for tasks by name, process, or case ID
   • Filter tasks by process type
   • Filter tasks by status (Pending, Overdue, Completed)

2. Task Information

   • Each task displays its name, associated process, case ID, and due date
   • Status indicators show whether a task is pending, overdue, or completed
   • Click on "Open Task" to view and work on the task

3. Refreshing the Inbox

   • Click the refresh button to update the task list
   • Tasks are automatically updated when you complete an action

Completing Tasks

When you open a task from the Inbox, you will see the Task Detail page.

Task Detail Components

1. Task Information

   • Task name and description
   • Process information and case ID
   • Due date and other task metadata

2. Task Form

   • Form fields required for task completion
   • Field validation ensures correct data entry
   • Submit button to complete the task

3. Case Information

   • Expandable panel showing case variables
   • Process timeline with status of each step
   • Links to related documents or information

4. Actions

   • Submit the form to complete the task
   • Save draft to continue later
   • View the case or process diagram

Viewing Case History

The Case History page allows you to view all process instances (cases) and their current status.

Case History Features

1. Filtering and Searching

   • Search for cases by ID or process name
   • Filter by process type
   • Filter by status (Completed, Cancelled, Error)
   • Filter by timeframe (Past Week, Past Month, Past Quarter, Past Year)

2. Case Information

   • Each case displays its ID, process name, start date, completion date, and duration
   • Status indicators show whether a case is completed, cancelled, or has encountered an error
   • Click on "View Details" to see the complete case information

3. Case Details

   • Timeline of all tasks and events in the case
   • Case variables and their values
   • Audit trail of user actions
   • Related documents and notes

Best Practices

• Regular Check-ins: Review your Task Inbox regularly to ensure timely completion of tasks
• Proper Documentation: When completing forms, provide thorough and accurate information
• Process Awareness: Familiarize yourself with the processes you participate in to understand your role
• Communication: Use comments or notes when available to communicate with other process participants
• Organized Workflow: Complete tasks in order of priority, focusing on overdue tasks first