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Structure of SmartProcess

SmartProcess is divided into three main areas. 1 - Main menu. The main menu contains quick links to the most important areas of SmartProcess (e.g. Processes, Cases, Reporting) as well as links to the…

Dennis Reichle
Updated by Dennis Reichle

SmartProcess is divided into three main areas.

1 - Main menu

The main menu contains quick links to the most important areas of SmartProcess (e.g. Processes, Cases, Reporting) as well as links to the workflow applications the user has access to.

The main menu can be flexibly adapted to the user's own needs.

2 - Application header

The application header is always visible regardless of the selected menu and contains the following elements:

Product logo

The logo can be changed application-wide in the Application header - logo and color setting item.

Full text search

See article Full text search

Viewer mode

The button is displayed only for users with a Designer license. When activated, the Designer adopts the view of a user with a Viewer license for the Processes and Documents menus. Thus, only the published versions of processes and documents are displayed.

Settings

A link to the general settings of SmartProcess

User profile

Clicking on the initials or the image opens a read-only view of the currently logged in user's profile, where various information and, depending on the permission, different options are available:

  • Tab General: Overview of contact information and assigned organizational units and roles
  • Tab Processes and Documents: Overview of processes and documents relevant to the user
  • Button Edit: Option to edit the user profile (only with appropriate permission)
  • Button Change password: Option to change the user's own password (only if the user data is not synchronized from an AD)
  • Button Qualification profile: Option to view a read-only version of the user's own qualification profile (only if the workflow application Qualification Profile is used, a qualification profile has been created for the user and access to the user's own qualification profile is allowed in the workflow settings)

Language selection

This selection is only shown if more than one system language has been activated for SmartProcess and offers the possibility to change between them.

When changing the language, the user can set the selected language as a permanent preference. This ensures that the next time the user logs in, he or she will be logged in directly in that language and will receive emails from SmartProcess in that language.

Time zone

This entry is only displayed if it is defined in the general settings for date & time that each user should have the time information in SmartProcess converted to his own time zone (e.g. Creation date, Modification date).

The entry shows the time zone that was determined for the currently signed in user when logging in.

Logout button

Logging out will unlock processes, documents and cases that may be locked for editing for other users.

Display Logo

The logo can be changed application-wide in the Application header - logo and color setting item.

3 - Content area

The content area displays the content of the currently selected menu item.

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