Viewing Processes

yuuvis® RAD client • 9.x »

Tasks to be completed can be assigned or forwarded to yuuvis® RAD client users via processes. You can see the progress of processes for which you are responsible or that you started in the process view.

The Process View

You open the process view via the Main menu icon Main menu icon > My processes.

There are three parts to the process view:

You can view list the processes for which you are responsible or that you started in the My processes. The icons in the list inform you about the process progress status. You can refresh, filter, and sort the list.

Running process icon Process running.
Process completed icon Process completed.
Process warning icon

The process is corrupted. Please contact your system administrator.

With the appropriate rights, the corrupted process event contains an error message in the process details area that could be helpful for troubleshooting.

Administrators can adapt process progress status icons to the specific system.

Update icon

Refreshes the list.

Filter icon

Filters the list by Model, Status (Running, Paused, Created, Canceled, Failed, Completed), and Start time.

Active filters are highlighted by means of a colored filter icon in the header area of the list. The count of the filtered objects is shown in the footer of the list. To remove a filter, click the Reset filter button in the open filter dialog.

Sort icon

Sorts the list in ascending or descending order by date or model name.

Active sortings are highlighted by means of a colored sorting icon in the header area of the list. To remove a sorting, click the Remove icon Clear sorting icon in the open sorting dialog.

The history of the process and the process file of the process selected in the list are shown in the area of the process aspects.

The history of the process shows a list of process events with the following information:

  • Process title and user profile of the process owner in header area
  • Times of individual process events, sorted chronologically
  • Activity or user that triggered the event
  • Event title and additional information where available

You have the option of using the text input field in the header to filter the list of process events.

The process file contains the objects that were selected when starting the process. If you select an object in the process file, the object aspects of the selected object will be shown in the object area. The list of objects in the process file is sorted by the date on which they were added.

The object area shows all the properties and contents of the object that was selected in the process file.

The user is only shown the objects of the process file for which they also have read rights. It may therefore happen that the objects of the process file are not displayed to the user in the object area.

The object area is divided into the object aspects:

Shows a summary of the most important metadata and object properties of an object, such as name, editor, status, number of versions, file size, etc.

Fields with links to other objects, such as links to the filing folder or reference links, may also be shown in the Summary aspect area, depending on the object type (see References). Click the folder link or the Reference icon Reference icon, for example, to access the filing location of the linked object.

If more than one version of an object exists, you can also click the underlined version number to access the version view. Here, you can compare the versions of an object with one another and restore older versions (see Object Versions).

The Metadata aspect area offers the option of editing the metadata of the selected object (see Editing Metadata), provided that:

  • you have the appropriate rights;

  • no other user has locked the object (see Locking Document Files);

  • the selected object is not a representation of a referencing object (see References).

The editing history of the selected object is shown in the History aspect area. It displays, for instance, what changes were made to an object, at what time, and by which user. You can filter the events of the editing history, if needed. You can also access the version view via the entries (see Object Versions).

The relevant links to other objects in yuuvis® RAD are shown in the References aspect area. Click a reference entry to show the filing location of a reference object. You can also use the Search icon Search icon or the Open in hit list button to view hit lists containing the reference objects (see References).

The Content aspect area offers a content preview of the selected object with numerous functions (see Content Preview). In the content preview, you can search the object, select and copy text, and download PDF attachments. You can also undock the content preview (see Hiding and Undocking Areas).

The Signature aspect area shows information about the signatures of document objects. The entries in the aspect area provide information about the status of a signature process or about the signature itself (see Signatures Aspect Area). The aspect area also provides users with the ability to control a signature process.

Aspect areas can be hidden by the administrator. As a result, the functions described may not be available to you.

You can edit the object selected in the process file in the object area like you would edit any other object in yuuvis® RAD client (see The Actions Menu). Depending on the context, you also have a number of actions available in the header of the object area:

Update icon

Updates the preview of the object selected in the object area.

Favorites icon

Displays the favorite status of the selected object. Clicking the favorites icon allows you to add the object to your favorites or remove it from the favorites area (see Adding Objects to Favorites).
Download icon

Downloads the document file of the selected object in the original format to the local file system (see Downloading Document Files). This is displayed only if the object selected is a document file that has content.

Edit icon

Downloads a document file for editing (see Opening and Editing a Document File). This is only displayed if:

  • the object selected is a document file that has content;
  • you have the appropriate permissions to edit the file;
  • use of the installed yuuvis® RAD agent has been enabled in the settings (see Connecting yuuvis® RAD agent).

Actions menu icon

Opens the actions menu and, depending on the context, offers various actions for the object shown in the object area (see The Actions Menu).
Subscribed icon Indicates that a subscription is available for the selected object (see Creating Subscriptions and Deleting Subscriptions).
Follow-up available icon Indicates that a follow-up is available for the selected object (see Creating Follow-ups and Editing or Deleting Follow-ups).
Finalized icon Indicates that the selected object has been finalized (see Finalizing Objects).
Document locked icon Indicates that the selected object has been locked by you (see Locking Document Files).
Document locked icon Indicates that the selected object has been locked by another user.
 Link document 

The  Link document  button indicates that the selected object is a link document (see Object Versions).
 Open original context 

The  Open original context  button indicates that the selected object is an object referencing the folder (see References). You can click the button to view the filing location of the selected object.

You cannot edit process work items or remove processes in the process view. Process work items are edited in the inbox (see Inbox).

Adjusting the Layout

You can change the layout of the areas (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).