WorkFlow
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XMPro WorkFlow
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The XMPro WorkFlow is the interface that the general employee is going to work in. It is a browser-based interface that employees in your company use to start processes, and to take action on assigned tasks. Processes available in the WorkFlow will differ from company to company and user to user. Processes are custom built to suit your company’s needs.
If the site uses XMPro Authentication, the user will have to log in to the XMPro WorkFlow using a username and password.
Providing a valid username and password will allow the user to access the home page of the site.
If the user provides an invalid username and password or the organization license has expired, he/she will be prompted to try again.
If the site is using Windows Authentication Mode, the user will not be required to provide valid login information. XMPro will authenticate the user against the Active Directory. When the user has logged in successfully the user will be logged authenticated as valid user in WorkFlow.
If the site is using SAML Authentication mode, the user will be redirected to the single sign-on URL configured in application settings. When the user has logged in successfully the user will be logged authenticated as valid user in WorkFlow.
Note: The authentication mode to use can be set in the application/site settings.
On the home page the user will view and access the tasks assigned to the user or the business groups that the user belongs to, start new processes, and track processes in progress or completed.
The look and feel is customizable. The images, colors, fonts, and layout can be modified to fit the company's profile. These are called skins, and can be configured in the application settings. XMPro also use themes to help standardize the look and feel throughout the site.
Using the Site Styles management functionality, administrators can change the styling inside WorkFlow for their company without the need to resort to changing CSS or themes. For more information, click here.
Note: To get to the home page simply click on the logo at the top left of the page above the menu bar.
The XMPro WorkFlow has a collapsible vertical menu bar on the left of the page. The menu bar consist of four sections with submenus.
The Dashboard displays all configured dashboards available to the current user. It also allows the user to configure dashboard within WorkFlow.
The Home menu option contains three sub options.
To-Do is where logged in user can view the tasks or activities to which the user has to respond or can take action on. If processes and activities are setup correctly, users can view To-Do item by "All Tasks", "Overdue", "Current", "Upcoming" and "Unscheduled".
There are three views for the user to choose from “Own”, “Follow” and “Involved”. “Own” allows the current user to view their own pending tasks, those processes which the user started themselves. “Follow” allows the user to view processes that the current user has tracking rights on. “Involved” allows the user to view those processes in which the current user has been involved with, i.e. The current user has completed an activity which he/she did not start the process as well as does not have tracking rights on.
There are three views for the user to choose from “Own”, “Follow” and “Involved”. “Own” allows the current user to view their own completed tasks, those processes which the user started themselves. “Follow” allows the user to view completed processes that the current user has tracking rights on. “Involved” allows the user to view those completed processes in which the current user has been involved with, i.e. The current user has completed an activity which he/she did not start the process as well as does not have tracking rights on.
The Report allows current user to display all reports configured in WorkFlow Designer.
The Manage functionality within XMPro is available to Super Admin users of XMPro such as site administration. The manage functionality allows the super admin user to manage following:
Users
Roles
Business Groups
Meta Data
Site Settings
Site Styles
Dashboard
