Managing a Process - SPA


Once you’ve started a new process for a member or employer, you'll want to manage that process and its tasks through to completion.

To view and manage an existing process:

  1. Navigate to the desired member (or employer) or service record.
  2. Select the Processes tab .
  3. Select the  icon to launch the process popup.
  4. Edit the desired items (each process contains four tabs: Process Detail, Tasks, History and Feed).
  5. Click Save.
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