DESIGNER USER MANUAL
III
3.2.4.2 Follow processes in the portal ..................................................... 108
3.2.4.3 Request feedback on processes .................................................. 108
3.2.5 My tasks ............................................................................................ 110
3.2.5.1 Open My tasks .......................................................................... 110
3.2.5.2 Tasks ...................................................................................... 111
3.2.5.2.1 Edit tasks ......................................................................... 111
3.2.5.2.2 Interrupt editing ............................................................... 111
3.2.5.2.3 Refresh lists of tasks ......................................................... 112
3.2.5.2.4 Reset a task ..................................................................... 112
3.2.5.2.5 Display tasks in read-only mode ......................................... 112
3.2.5.2.6 Display task details ........................................................... 113
3.2.5.2.7 Pass on tasks (substitute) .................................................. 113
3.2.5.2.8 Delegate tasks .................................................................. 114
3.2.5.2.9 Organize and sort lists of tasks ........................................... 115
3.2.5.2.10 Use filter for list of tasks .................................................... 115
3.2.5.2.11 Delegate, pass on, or edit tasks of another user .................... 116
3.2.5.2.12 Display the tasks you started .............................................. 117
3.2.5.2.13 Valuable information.......................................................... 118
3.2.5.2.13.1 What status filters are available for the list of tasks? ..... 118
3.2.5.2.13.2 What statuses can tasks have? ................................... 119
3.2.5.2.13.3 What statuses can tasks have in Tracking? ................... 120
3.2.5.2.13.4 What options are available for exiting the editing of a
task? ....................................................................... 120
3.2.5.2.13.5 How to pass on editing of a task to another user ........... 121
3.2.5.2.13.6 How can user accounts be deleted and anonymized? ..... 121
3.2.5.3 Documents ............................................................................... 122
3.2.5.3.1 Download and edit a document ........................................... 122
3.2.5.3.2 Upload document .............................................................. 122
3.2.5.3.3 Check out document .......................................................... 123
3.2.5.3.4 Remove document ............................................................ 123
3.2.5.3.5 Lock document ................................................................. 123
3.2.5.3.6 Unlock document .............................................................. 124
3.2.5.3.7 Display document details ................................................... 124
3.2.5.3.8 Edit document properties ................................................... 126
3.2.5.3.9 Select document owner or responsible ................................. 126
3.2.5.3.10 Move document to ARIS document storage .......................... 127
3.2.5.3.11 Valuable information.......................................................... 128
3.2.5.3.11.1 Tags ........................................................................ 128
3.2.5.3.11.2 What are temporary documents?................................. 128
3.2.5.3.11.3 What is checking in and checking out? ......................... 129
3.2.5.3.11.4 Which documents can be found using the full text
search? .................................................................... 129
3.2.5.4 Select executor dialog ............................................................... 129
3.2.5.5 Change user dialog ................................................................... 130
3.2.5.6 Delegate dialog ......................................................................... 130
3.2.5.7 Add document dialog - Find ........................................................ 130
3.2.5.8 'Upload document' dialog ........................................................... 131
3.2.5.9 Select document dialog - Explorer ............................................... 132
3.2.5.10 Document versions dialog .......................................................... 134
3.2.5.11 Select person responsible dialog ................................................. 135
3.2.5.12 Upload location dialog ................................................................ 135
3.2.5.13 'Select folder' dialog .................................................................. 135
3.2.5.14 Browse tags dialog .................................................................... 136
3.2.5.15 Specify substitution dialog ......................................................... 136
3.2.6 Compliance ........................................................................................ 137
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