Activities Pane

Once the activity is selected on the Home Pane, the system navigates to the Activities Menu. When a user selects an instance from an activity flow, the system will navigate to the Activities screen with all the tasks listed for the selected activity, assigned to the user to perform and execute. The Activities screen has two sections: Header and Details.

Header

The top section of the panel, key elements displayed on this submenu are detailed below:

• Refresh: Refresh data in real-time from the system to the Excel interface.

• Save: Save data from Excel input templates back to the system.

• Data Details: Includes data history and details of specific cell values from the template.

Details

Key elements displayed in this section:

• Instance Details: Based on the instance deployment in the activity flow, like entity/department, etc.

• Task List: Steps defined as part of the process definition that will guide the users to execute the activity flow and ensure completeness and comprehensiveness.

• Parameters and Selections: User selections from context or manual selection options.

• Workflow Status: Change in workflow status from user and reviewer.