User manual

log at a later date then the log name that is displayed in the project tree
is also renamed.
3 Select a Business Process the list.
4 Select a workflow type from the available list. The workflows available
depend on the Business Process you selected in step 3. The corresponding
workflow diagram is displayed.
5 Click the Next button.
6 Depending on the workflow type selected, different tabs are available.
There is a tab for each type of participant (that is, responder, gatekeeper,
etc), as well as a single tab for configuring general form options. The
options that you specify for this form log applies to all the forms that
are created for this log. Thus, if you create a correspondence log that you
only want 4 members of the project to participate in then you will have
to create a second correspondence log if you want other members to
participate. Following is a description of the various tabs:
Creator — Selecting the project members who can create a form in this
particular log. Groups as well as individuals can create forms. You can
also select who the creator can notify or discuss the form with.
Responder — Selecting the project members who can respond to a
form in this particular log. Groups as well as individuals can respond to
a form. You can also select who the responder can notify or discuss the
form with. Select how many days the responder has to respond to the
form. If the responder does not respond in the time allotted the form is
removed from the responders dashboard and returned to the creator.
Select when reminder and overdue notices should be sent to the
responder.
Reviewer — Select the project members who can review this form and
how many days they have to respond. You also have the option of
allowing reviewers to stop the routing of the form and return it to the
creator. If selected, notifications will be sent to all reviewers when the
routing of the form is complete.
Distributor — Select which project members can be distributors and
who they can notify and discuss the form with. The Distributor tab is
only available if the Gatekeeper with Distributor workflow has been
chosen.
Intermediary — Select which project members can be intermediaries
and who they can notify and discuss the form with. The Intermediary
tab is only available if Gatekeeper with Intermediary workflow has been
chosen.
Project Setup | 265