To accept Work items:
In the Work Item Summary, click on the yellow or green bar. A work item list for the group or the current user will appear.
To assign an iTRAC process to you, high-light the process and click Acquire.
The Work List Summary will change from yellow to green.
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Work item assigned to a group (role) |
Work item assigned to the user under the Analyst role. |
NOTE: When acquiring (accepting) a process, all other users in the same role you are in will no longer see the process. You can place the process back to the group by clicking Release.
Click View Details.
The current step within a Work Item will be high-lighted in red.
To take action on the step, click the Process Details tab.
In the case of a manual step and depending on the type of variable (Integer, String, Boolean and Float) assigned to that step, click the down arrow and select a decision. If needed, you can add comments or add an attachment.
In all other cases, the steps are automatic.
While running a process, if the process disappears that means that it changed groups.
Click Complete to complete the process.