How to Execute a Process?

The following article explains in detail how to execute a process within Terrand, addressing two main scenarios: Starting and Continuing a process.

Introduction

Below, we provide specific step-by-step instructions for both the web platform and the mobile app.

Step-by-Step Instructions on the Web 

Starting a New Process

1. Access the Processes Module:
   • From the homepage, use the "New Process" button.
   • Alternatively, go to the sidebar menu, expand the "Processes" module, and select "Start."
2. Select the Process to Start:
   • A screen will appear displaying all the processes you are authorized to start.
   • Remember, this permission depends on being assigned as an executor or part of a team responsible for the first stage of the process.
3. Choose the Process:
   • Select the desired process from the list.
4. Configure the Execution:
   • Choose the workflow through which the process will be executed.
   • Define the structural element (site or asset) to which the process will be applied.
5. Start the Process:
   • Click "Next" to proceed.
6. Complete the Required Fields:
   • Complete the required fields in the first stage of the process according to its configuration.
7. Save or Cancel:
   • Click "Save" to confirm the process creation.
   • If you choose not to proceed, use the "Cancel" button. This action will not initiate the process.

Continuing a Process in Progress

1. Access the Process Start Point:
   • From the homepage, go to the processes list and select "View All" to see all pending processes.
   • You can also navigate to the "Processes" module and access the "Pending" submodule.
2. Select the Process to Continue:
   • Identify the pending process in the list and use the "→" button in the actions column to open it.
3. View and Complete the Stage:
   • Review the process information, including responses loaded in previous stages (stages framed in green).
   • Complete the current stage (framed in blue) with the required data.
4. Save or Cancel:
   • Click "Save" to advance the process.
   • If you decide to reject the process, use the "Cancel" command, providing a reason in the mandatory field. This will halt the configured workflow.

Step-by-Step Instructions on the Mobile App 

Starting a New Process from the App

1. Access the New Process Button:
   • In the app, tap the "+" button located at the bottom of the screen.
2. Select the Process to Start:
   • Choose the desired process from the available list.
3. Configure the Execution:
   • Define the workflow for execution.
   • Select the site or asset to which the process will be applied.
4. Start the Process:
   • Tap "Next" to proceed.
5. Complete the Required Fields:
   • Complete the required fields in the first stage of the process.
6. Save or Cancel:
   • Use the "Save" button to confirm the creation of the process.
   • If you decide not to proceed, tap "Cancel" to abort the process initiation.

Continuing a Process in Progress from the App

1. Access the Process Start Point:
   • Go to the processes list from the homepage and tap "View All" to see pending processes.
   • You can also access the "Pending" button to find your processes.
2. Select the Process to Continue:
   • Identify and select the process from the available list.
3. View and Complete the Stage:
   • Review the process information, including responses from previous stages (stages framed in gray).
   • Complete the fields in the current stage (framed in blue) as required.
4. Save or Cancel:
   • Tap "Save" to advance the process.
   • If you choose to reject the process, use the "Cancel" command, providing the reason in the mandatory field.
     
     

Explanatory video

We invite you to watch the following video tutorial to reinforce the concepts covered in this article:

[Video Tutorial]

Conclusion

We encourage you to explore the related links provided to delve deeper into each module for additional information. If you cannot find the information you're looking for, please do not hesitate to contact us.