Getting Started › View Your Information › Available and Initiated Processes › Manage Processes

Manage Processes

You can start, modify, or cancel a process. Each time a process is started, by either a manual action or an automated trigger, a process instance is created. You can only modify processes that have Mode set to Draft or On Hold. The appropriate access rights are required to modify a process. You can cancel only active and incomplete processes. Canceled process instances are not deleted automatically and remain for reference purposes.

Follow these steps:

1. Open Home, and from Personal, click Organizer.
2. Click Processes.
3. Open the Processes menu and perform one of the following actions.
4. Start a process.
   1. Click Available.
   2. Select the check box next to the process you want to start, and click Start.
5. Modify a process.
   1. Click Available.
   2. Click the name of the process that you want to modify.
   3. Complete the following steps:
      • Modify the generic attributes for this process.
      • Update the process steps as desired by adding, renaming, deleting, adding conditions to, or altering actions.
      • Update groups by adding, removing, reorganizing, or renaming them.
      • Update escalation properties by changing escalation type, level, grace period, or additional notifications.
      • Click the Validation link to validate the process modifications. If you identify any errors, correct them and revalidate the process. If there are no errors, click Exit.
6. Cancel a process.
   1. Click Initiated.
   2. Select the process instance, and click Cancel Process.
   3. Click Yes to confirm.