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Process manager

Action Start follow-up process

By clicking on the action “Follow-up process” the following mask appears:

You define the start of the process step in the top left-hand corner. Here you can choose between the start “After completion of the previous” or after “x days after previous”.

For the responsibility, you can choose between the process owner, the person in charge of the property or address record linked to the process (provided, of course, that a property or address record is linked to the process step) or a direct user. The task is then assigned to the corresponding user after the process has been started and the user will see the task in his task list.

You can define a deadline for completing this process step in days. If the process step has not been processed within the set time limit (specified in days) after the start, an email is sent to the process controller to inform him of the delay. The email address of the process controller can be entered in the process settings (wrench symbol).

Specify here which process should also be started.

If the same process is set so that a loop is created, it will be aborted by the system after it has been executed several times. The process controller, the process user or the logged-in user will be informed about the termination by e-mail. In addition, the list of running processes also informs about the cancellation.

You use these two symbols to decide to which property or address this process step refers. Any activity / agents log entries are then made in these data records.