PROCESS DIRECTOR 7.2 User Guide for Web Application | page 3 of 116
Contents
Introduction ........................................................................................ 6
About PROCESS DIRECTOR ....................................................................................... 6
About this guide ........................................................................................................ 7
Typographical conventions ....................................................................................... 8
Getting started..................................................................................... 9
Starting PROCESS DIRECTOR .................................................................................... 9
Worklist .................................................................................................................... 11
Worklist selection screen ......................................................................................... 13
Start-up selection screen .......................................................................................... 14
Document list ............................................................................................................ 15
Document detail ....................................................................................................... 17
Using search help ..................................................................................................... 19
Using the calendar .................................................................................................... 21
Document statuses .................................................................................................... 22
Workflow statuses ..................................................................................................... 23
System messages ...................................................................................................... 24
Creating and editing documents .......................................................... 26
Creating a document ................................................................................................ 26
Editing a document ................................................................................................... 26
Using entry templates ............................................................................................... 26
Copying a document ................................................................................................ 28
Deleting a document................................................................................................. 28
Notes, texts and attachments ............................................................... 29
Adding and viewing notes ........................................................................................ 29
Adding and viewing texts ......................................................................................... 30
Adding and viewing attachments .............................................................................. 32
Checking and posting documents ......................................................... 35
Checking a document ............................................................................................... 35
Posting a document .................................................................................................. 35
Linking a document to an existing SAP document ..................................................... 36
Using workflows ................................................................................ 38
Starting a workflow ................................................................................................... 38
Adding and removing processors ............................................................................. 39
Recalling a workflow ................................................................................................ 41
Recalling Accounts Payable documents .................................................................... 41
Viewing workflow status ........................................................................................... 42
Approving documents .............................................................................................. 42